ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $737,568 | +43.7% | 6,677 | +43.6% | 0.07% | +16.7% |
| Q2 2023 | $513,427 | +63.7% | 4,649 | +63.8% | 0.06% | +62.2% |
| Q1 2023 | $313,709 | +1207.1% | 2,839 | +1167.4% | 0.04% | +1133.3% |
| Q3 2021 | $24,000 | 0.0% | 224 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | 0.0% | 224 | 0.0% | 0.00% | -25.0% |
| Q1 2021 | $24,000 | -68.0% | 224 | -67.2% | 0.00% | -75.0% |
| Q4 2020 | $75,000 | -99.7% | 682 | +241.0% | 0.02% | +45.5% |
| Q3 2020 | $22,138,000 | – | 200 | – | 0.01% | – |
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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% |