ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 615 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462,206 | +122.4% | 4,184 | +122.3% | 0.08% | +120.6% |
| Q2 2023 | $207,867 | -32.3% | 1,882 | -32.2% | 0.03% | -37.0% |
| Q1 2023 | $306,859 | +1.6% | 2,777 | +1.0% | 0.05% | -3.6% |
| Q4 2022 | $302,170 | -8.4% | 2,749 | -8.3% | 0.06% | -18.8% |
| Q3 2022 | $330,000 | -18.9% | 2,999 | -19.0% | 0.07% | -13.8% |
| Q2 2022 | $407,000 | -18.8% | 3,701 | -18.6% | 0.08% | -11.1% |
| Q1 2022 | $501,000 | -41.2% | 4,548 | -41.1% | 0.09% | -39.6% |
| Q4 2021 | $852,000 | -8.6% | 7,719 | -8.5% | 0.15% | -19.0% |
| Q3 2021 | $932,000 | -13.5% | 8,435 | -13.5% | 0.18% | -13.6% |
| Q2 2021 | $1,077,000 | -0.7% | 9,747 | -0.7% | 0.21% | -9.4% |
| Q1 2021 | $1,085,000 | +298.9% | 9,819 | +299.6% | 0.24% | +267.2% |
| Q4 2020 | $272,000 | – | 2,457 | – | 0.06% | – |
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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% |