ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $456,573 | +9.7% | 4,133 | +9.7% | 0.19% | +12.0% |
| Q2 2023 | $416,066 | +32.0% | 3,767 | +32.1% | 0.17% | +32.5% |
| Q1 2023 | $315,146 | +277.2% | 2,852 | +275.3% | 0.13% | +240.5% |
| Q4 2022 | $83,539 | +828.2% | 760 | +804.8% | 0.04% | +640.0% |
| Q3 2022 | $9,000 | -85.5% | 84 | -84.9% | 0.01% | -90.9% |
| Q1 2021 | $62,000 | -11.4% | 557 | -11.7% | 0.06% | -12.7% |
| Q4 2020 | $70,000 | +84.2% | 631 | +85.6% | 0.06% | +75.0% |
| Q3 2020 | $38,000 | 0.0% | 340 | 0.0% | 0.04% | +9.1% |
| Q2 2020 | $38,000 | – | 340 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | 723,745 | $79,952 | 39.10% |
| Gateway Advisory, LLC | 1,654,317 | $182,752,446 | 37.27% |
| GUIDANCE CAPITAL, INC | 570,391 | $62,765,862 | 28.11% |
| Mader & Shannon Wealth Management, Inc. | 367,456 | $40,592,864 | 26.68% |
| Client First Capital LLC | 304,395 | $33,626,473 | 24.34% |
| PEAVINE CAPITAL, LLC | 742,800 | $82,057,085 | 21.39% |
| Titan Capital Management, LLC /TX | 134,732 | $14,883,844 | 20.05% |
| Allred Capital Management, LLC | 343,442 | $37,939,996 | 18.90% |
| Cornerstone Retirement Group, Inc. | 530,662 | $58,622,280 | 16.76% |
| Divergent Wealth Advisors | 643,895 | $71,131,119 | 16.18% |