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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $459,423 | -14.6% | 4,170 | -14.4% | 0.03% | -31.6% |
| Q3 2023 | $537,849 | -0.1% | 4,869 | -0.1% | 0.04% | 0.0% |
| Q2 2023 | $538,340 | -33.7% | 4,874 | -34.0% | 0.04% | -48.6% |
| Q4 2022 | $811,956 | -28.7% | 7,387 | -28.6% | 0.07% | -43.9% |
| Q3 2022 | $1,138,000 | -20.1% | 10,342 | -20.1% | 0.13% | -22.4% |
| Q2 2022 | $1,425,000 | -10.6% | 12,944 | -10.5% | 0.17% | -24.4% |
| Q1 2022 | $1,594,000 | -0.9% | 14,462 | -0.8% | 0.22% | +9.8% |
| Q4 2021 | $1,609,000 | -52.6% | 14,572 | -52.5% | 0.20% | -26.5% |
| Q3 2021 | $3,391,000 | -4.1% | 30,705 | -4.0% | 0.28% | -18.2% |
| Q2 2021 | $3,535,000 | +89.6% | 31,997 | +89.7% | 0.34% | -42.0% |
| Q1 2021 | $1,864,000 | -8.6% | 16,864 | -8.6% | 0.59% | -17.8% |
| Q4 2020 | $2,039,000 | -18.5% | 18,448 | -18.4% | 0.72% | -28.9% |
| Q3 2020 | $2,503,000 | -3.7% | 22,607 | -3.7% | 1.00% | -17.0% |
| Q2 2020 | $2,599,000 | +15.2% | 23,466 | +15.5% | 1.21% | -8.0% |
| Q1 2020 | $2,256,000 | – | 20,325 | – | 1.32% | – |
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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% |