ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,600,041 | +5.8% | 14,524 | +5.8% | 0.79% | -4.4% |
| Q3 2023 | $1,511,824 | +25.1% | 13,727 | +25.0% | 0.82% | +20.3% |
| Q2 2023 | $1,208,570 | +9.9% | 10,984 | +9.6% | 0.68% | +3.3% |
| Q1 2023 | $1,099,831 | -39.3% | 10,022 | -39.2% | 0.66% | -46.2% |
| Q4 2022 | $1,812,635 | +8.6% | 16,485 | +1.1% | 1.23% | +2.0% |
| Q3 2022 | $1,669,000 | +74.9% | 16,302 | +91.2% | 1.21% | +83.4% |
| Q2 2022 | $954,000 | -2.7% | 8,527 | -4.2% | 0.66% | +3.1% |
| Q1 2022 | $980,000 | -5.9% | 8,898 | -5.3% | 0.64% | -6.2% |
| Q4 2021 | $1,041,000 | -1.7% | 9,398 | -2.1% | 0.68% | -11.9% |
| Q3 2021 | $1,059,000 | +1.0% | 9,598 | 0.0% | 0.77% | -3.0% |
| Q2 2021 | $1,048,000 | +0.2% | 9,598 | +0.8% | 0.80% | -7.7% |
| Q1 2021 | $1,046,000 | -4.2% | 9,518 | -3.4% | 0.86% | -18.1% |
| Q4 2020 | $1,092,000 | +3.1% | 9,858 | +3.1% | 1.05% | -8.6% |
| Q3 2020 | $1,059,000 | +27.7% | 9,558 | +27.2% | 1.15% | +24.9% |
| Q2 2020 | $829,000 | -3.4% | 7,516 | -2.9% | 0.92% | -13.5% |
| Q1 2020 | $858,000 | -16.9% | 7,741 | -17.1% | 1.07% | +6.6% |
| Q4 2019 | $1,032,000 | – | 9,341 | – | 1.00% | – |
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% |