ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 641 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,512,303 | -43.4% | 13,686 | -43.4% | 0.50% | -45.8% |
| Q1 2024 | $2,670,646 | -3.3% | 24,160 | -3.6% | 0.92% | -12.5% |
| Q4 2023 | $2,760,739 | -0.6% | 25,068 | -0.3% | 1.05% | -13.0% |
| Q3 2023 | $2,777,216 | +0.8% | 25,140 | +0.8% | 1.20% | +3.7% |
| Q2 2023 | $2,755,065 | +51.0% | 24,944 | +51.1% | 1.16% | +39.3% |
| Q1 2023 | $1,824,245 | – | 16,509 | – | 0.83% | – |
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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% |