ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 303 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,769,178 | -16.2% | 70,328 | -16.2% | 3.51% | -14.2% |
| Q2 2023 | $9,269,874 | -4.4% | 83,928 | -4.4% | 4.09% | -7.9% |
| Q1 2023 | $9,698,946 | -0.7% | 87,773 | -1.2% | 4.44% | -10.9% |
| Q4 2022 | $9,764,836 | +155.7% | 88,836 | +155.9% | 4.98% | +127.3% |
| Q3 2022 | $3,819,000 | +138.7% | 34,719 | +138.9% | 2.19% | +144.9% |
| Q2 2022 | $1,600,000 | +5825.9% | 14,531 | +5954.6% | 0.90% | +5493.8% |
| Q3 2020 | $27,000 | -93.5% | 240 | -93.6% | 0.02% | -93.4% |
| Q2 2020 | $416,000 | -19.2% | 3,758 | -19.0% | 0.24% | -28.0% |
| Q1 2020 | $515,000 | -38.6% | 4,641 | -38.8% | 0.34% | -25.2% |
| Q4 2019 | $839,000 | -22.8% | 7,583 | -22.8% | 0.45% | -22.0% |
| Q3 2019 | $1,087,000 | -0.9% | 9,828 | -0.9% | 0.58% | -3.7% |
| Q2 2019 | $1,097,000 | -0.4% | 9,918 | -0.5% | 0.60% | +92.3% |
| Q1 2019 | $1,101,000 | – | 9,967 | – | 0.31% | – |
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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% |