ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $574,776 | +109.9% | 5,203 | +109.8% | 0.04% | +125.0% |
| Q2 2023 | $273,868 | -15.1% | 2,480 | -15.0% | 0.02% | -27.3% |
| Q1 2023 | $322,439 | +38.3% | 2,918 | +37.6% | 0.02% | +29.4% |
| Q4 2022 | $233,140 | -20.2% | 2,121 | -20.0% | 0.02% | -22.7% |
| Q3 2022 | $292,000 | -13.4% | 2,651 | -13.4% | 0.02% | -8.3% |
| Q2 2022 | $337,000 | -10.6% | 3,062 | -10.4% | 0.02% | +14.3% |
| Q1 2022 | $377,000 | – | 3,416 | – | 0.02% | – |
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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% |