ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $23,021,687 | +3.7% | 209,279 | +4.1% | 15.96% | -2.9% |
| Q1 2023 | $22,198,741 | +584.7% | 201,113 | +582.2% | 16.43% | +496.0% |
| Q4 2022 | $3,242,269 | -51.6% | 29,478 | -51.7% | 2.76% | -63.6% |
| Q3 2022 | $6,703,000 | -72.5% | 60,985 | -72.5% | 7.56% | -63.2% |
| Q2 2022 | $24,409,000 | +136.2% | 221,857 | +136.7% | 20.55% | +159.8% |
| Q1 2022 | $10,332,000 | +2786.0% | 93,744 | +2789.8% | 7.91% | +3294.4% |
| Q4 2021 | $358,000 | -29.2% | 3,244 | -29.2% | 0.23% | -27.9% |
| Q3 2021 | $506,000 | -2.9% | 4,582 | -2.8% | 0.32% | +2.9% |
| Q2 2021 | $521,000 | +6.1% | 4,716 | +6.1% | 0.31% | +2.6% |
| Q1 2021 | $491,000 | -59.0% | 4,446 | -59.0% | 0.31% | -63.3% |
| Q4 2020 | $1,199,000 | -90.0% | 10,850 | -90.0% | 0.83% | -90.1% |
| Q3 2020 | $11,993,000 | -4.4% | 108,336 | -4.3% | 8.44% | -18.5% |
| Q2 2020 | $12,541,000 | -1.4% | 113,248 | -1.2% | 10.35% | -12.3% |
| Q1 2020 | $12,722,000 | -28.9% | 114,596 | -29.3% | 11.80% | +1.0% |
| Q4 2019 | $17,896,000 | – | 162,018 | – | 11.69% | – |
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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% |