ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,676 | -25.5% | 2,387 | -25.5% | 0.17% | -27.1% |
| Q2 2023 | $354,080 | -46.5% | 3,206 | -46.5% | 0.23% | -47.7% |
| Q1 2023 | $661,369 | -18.0% | 5,997 | -18.3% | 0.44% | -16.9% |
| Q4 2022 | $806,537 | +103.2% | 7,337 | +103.2% | 0.53% | +106.7% |
| Q3 2022 | $397,000 | -36.4% | 3,610 | -36.3% | 0.26% | -33.2% |
| Q2 2022 | $624,000 | -32.1% | 5,665 | -32.0% | 0.38% | -23.3% |
| Q1 2022 | $919,000 | -42.4% | 8,334 | -42.3% | 0.50% | -39.3% |
| Q4 2021 | $1,595,000 | – | 14,447 | – | 0.82% | – |
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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% |