ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,142,865 | -2.7% | 82,989 | -2.7% | 6.59% | -3.3% |
| Q2 2023 | $9,396,503 | -4.7% | 85,314 | -4.7% | 6.82% | -2.9% |
| Q1 2023 | $9,861,056 | -25.7% | 89,475 | -25.9% | 7.02% | -19.7% |
| Q4 2022 | $13,279,159 | +15.4% | 120,731 | +15.3% | 8.74% | +9.7% |
| Q3 2022 | $11,506,000 | +1.6% | 104,684 | +1.7% | 7.97% | +7.6% |
| Q2 2022 | $11,320,000 | +25.0% | 102,891 | +25.2% | 7.41% | +26.6% |
| Q1 2022 | $9,055,000 | +76.9% | 82,150 | +77.1% | 5.85% | +89.8% |
| Q4 2021 | $5,119,000 | +75.1% | 46,375 | +75.2% | 3.08% | +75.3% |
| Q3 2021 | $2,923,000 | – | 26,463 | – | 1.76% | – |
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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% |