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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 71,534 | $7,904,507 | 70.88% |
| ACUTE INVESTMENT ADVISORY, LLC | 751,003 | $82,985,834 | 54.36% |
| Gateway Advisory, LLC | 1,698,780 | $187,715 | 41.80% |
| LaSalle St. Investment Advisors, LLC | 738,904 | $81,648 | 36.07% |
| PEAVINE CAPITAL, LLC | 1,227,795 | $135,671,357 | 31.32% |
| Cornerstone Retirement Group, Inc. | 846,569 | $93,545,911 | 27.44% |
| Estate Counselors, LLC | 1,187,945 | $131,267,923 | 17.35% |
| AFFINIA FINANCIAL GROUP, LLC | 201,113 | $22,198,741 | 16.43% |
| Crane Advisory, LLC | 432,798 | $47,703,020 | 16.21% |
| Allred Capital Management, LLC | 274,859 | $30,371,876 | 16.09% |