ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
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 ↓ |
|---|---|---|---|
| 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% |