ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 440 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $455,654 | -6.9% | 4,124 | -6.8% | 0.04% | -7.7% |
| Q1 2024 | $489,208 | -5.5% | 4,426 | -5.8% | 0.04% | -11.4% |
| Q4 2023 | $517,518 | +27.8% | 4,699 | +28.1% | 0.04% | +18.9% |
| Q3 2023 | $405,068 | +84.3% | 3,667 | +84.3% | 0.04% | +94.7% |
| Q2 2023 | $219,806 | +81.0% | 1,990 | +80.6% | 0.02% | +72.7% |
| Q4 2022 | $121,457 | -51.8% | 1,102 | -52.0% | 0.01% | -57.7% |
| Q3 2022 | $252,000 | -10.0% | 2,295 | -10.0% | 0.03% | -3.7% |
| Q2 2022 | $280,000 | -18.8% | 2,549 | -18.7% | 0.03% | -10.0% |
| Q1 2022 | $345,000 | -19.4% | 3,137 | -19.1% | 0.03% | -16.7% |
| Q4 2021 | $428,000 | -6.3% | 3,877 | -6.3% | 0.04% | -12.2% |
| Q3 2021 | $457,000 | +9.3% | 4,137 | +9.4% | 0.04% | +5.1% |
| Q2 2021 | $418,000 | +27.1% | 3,783 | +27.0% | 0.04% | +18.2% |
| Q1 2021 | $329,000 | +13.4% | 2,979 | +13.5% | 0.03% | -25.0% |
| Q4 2020 | $290,000 | -99.7% | 2,624 | +249.4% | 0.04% | +300.0% |
| Q2 2020 | $83,219,000 | – | 751 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 71,534 | $7,904,507 | 70.88% |
| ACUTE INVESTMENT ADVISORY, LLC | 751,003 | $82,985,834 | 54.36% |
| Gateway Advisory, LLC | 1,698,780 | $187,715 | 41.80% |
| LaSalle St. Investment Advisors, LLC | 738,904 | $81,648 | 36.07% |
| PEAVINE CAPITAL, LLC | 1,227,795 | $135,671,357 | 31.32% |
| Cornerstone Retirement Group, Inc. | 846,569 | $93,545,911 | 27.44% |
| Estate Counselors, LLC | 1,187,945 | $131,267,923 | 17.35% |
| AFFINIA FINANCIAL GROUP, LLC | 201,113 | $22,198,741 | 16.43% |
| Crane Advisory, LLC | 432,798 | $47,703,020 | 16.21% |
| Allred Capital Management, LLC | 274,859 | $30,371,876 | 16.09% |