ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58,622,280 | -38.8% | 530,662 | -38.8% | 16.76% | -36.7% |
| Q2 2023 | $95,747,528 | +2.4% | 866,844 | +2.4% | 26.46% | -3.5% |
| Q1 2023 | $93,545,911 | +63.9% | 846,569 | +63.0% | 27.44% | +60.4% |
| Q4 2022 | $57,076,158 | -0.5% | 519,252 | -0.5% | 17.10% | -2.1% |
| Q3 2022 | $57,349,000 | -2.4% | 521,697 | -2.3% | 17.47% | +3.9% |
| Q2 2022 | $58,762,000 | -70.8% | 534,059 | -70.8% | 16.82% | -55.5% |
| Q1 2022 | $201,465,000 | -33.0% | 1,827,938 | +121116.0% | 37.83% | -31.8% |
| Q4 2021 | $300,560,000 | +10.6% | 1,508 | -99.9% | 55.44% | +1.3% |
| Q3 2021 | $271,712,000 | +2.0% | 2,460,007 | +2.0% | 54.71% | -1.4% |
| Q2 2021 | $266,422,000 | +4.0% | 2,411,231 | +4.1% | 55.48% | -1.6% |
| Q1 2021 | $256,094,000 | – | 2,317,171 | – | 56.41% | – |
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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% |