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 | $8,387,435 | +13.1% | 75,925 | +13.0% | 1.32% | +19.3% |
| Q2 2023 | $7,418,623 | -33.8% | 67,167 | -33.8% | 1.11% | -38.9% |
| Q1 2023 | $11,208,472 | -3.8% | 101,434 | -4.3% | 1.82% | -12.2% |
| Q4 2022 | $11,655,072 | +62.0% | 106,032 | +62.1% | 2.07% | +45.7% |
| Q3 2022 | $7,194,000 | +1703.0% | 65,399 | +1702.6% | 1.42% | +1744.2% |
| Q2 2022 | $399,000 | -6.6% | 3,628 | -6.4% | 0.08% | -11.5% |
| Q1 2022 | $427,000 | -11.4% | 3,876 | -11.1% | 0.09% | -10.3% |
| Q4 2021 | $482,000 | +9.0% | 4,362 | +8.9% | 0.10% | -2.0% |
| Q3 2021 | $442,000 | -43.7% | 4,006 | -43.6% | 0.10% | -46.5% |
| Q2 2021 | $785,000 | +0.6% | 7,106 | +0.6% | 0.18% | -15.5% |
| Q1 2021 | $780,000 | -1.5% | 7,062 | -1.5% | 0.22% | -6.0% |
| Q4 2020 | $792,000 | -78.3% | 7,166 | -78.3% | 0.23% | -82.3% |
| Q3 2020 | $3,655,000 | -37.7% | 33,018 | -37.7% | 1.31% | -43.3% |
| Q2 2020 | $5,868,000 | +1007.2% | 52,992 | +1009.5% | 2.32% | +710.5% |
| Q1 2020 | $530,000 | -64.6% | 4,776 | -64.7% | 0.29% | -73.1% |
| Q4 2019 | $1,496,000 | – | 13,545 | – | 1.06% | – |
Download | ||||||
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% |