ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,106,418 | -6.1% | 46,224 | -6.1% | 1.69% | +58.6% |
| Q2 2023 | $5,438,735 | +7.3% | 49,242 | +7.4% | 1.06% | +2.8% |
| Q1 2023 | $5,068,525 | +12.8% | 45,869 | +12.2% | 1.04% | +7.4% |
| Q4 2022 | $4,494,469 | -6.3% | 40,889 | -6.3% | 0.96% | -14.0% |
| Q3 2022 | $4,798,000 | +13.3% | 43,616 | +13.4% | 1.12% | +29.9% |
| Q2 2022 | $4,236,000 | +851.9% | 38,472 | +854.2% | 0.86% | +1066.2% |
| Q1 2022 | $445,000 | +50.8% | 4,032 | +51.1% | 0.07% | +57.4% |
| Q4 2021 | $295,000 | – | 2,669 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | 723,745 | $79,952 | 39.10% |
| Gateway Advisory, LLC | 1,654,317 | $182,752,446 | 37.27% |
| GUIDANCE CAPITAL, INC | 570,391 | $62,765,862 | 28.11% |
| Mader & Shannon Wealth Management, Inc. | 367,456 | $40,592,864 | 26.68% |
| Client First Capital LLC | 304,395 | $33,626,473 | 24.34% |
| PEAVINE CAPITAL, LLC | 742,800 | $82,057,085 | 21.39% |
| Titan Capital Management, LLC /TX | 134,732 | $14,883,844 | 20.05% |
| Allred Capital Management, LLC | 343,442 | $37,939,996 | 18.90% |
| Cornerstone Retirement Group, Inc. | 530,662 | $58,622,280 | 16.76% |
| Divergent Wealth Advisors | 643,895 | $71,131,119 | 16.18% |