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 | $171,529 | -88.9% | 1,553 | -88.9% | 0.09% | -85.8% |
| Q1 2023 | $1,544,459 | +0.5% | 13,977 | 0.0% | 0.65% | -13.4% |
| Q4 2022 | $1,536,352 | +1588.3% | 13,977 | +1588.0% | 0.75% | +1688.1% |
| Q3 2022 | $91,000 | +46.8% | 828 | +46.5% | 0.04% | +50.0% |
| Q2 2022 | $62,000 | -50.0% | 565 | -50.0% | 0.03% | +7.7% |
| Q1 2022 | $124,000 | +100.0% | 1,130 | +100.0% | 0.03% | -3.7% |
| Q4 2021 | $62,000 | 0.0% | 565 | 0.0% | 0.03% | -10.0% |
| Q3 2021 | $62,000 | 0.0% | 565 | 0.0% | 0.03% | -6.2% |
| Q2 2021 | $62,000 | 0.0% | 565 | 0.0% | 0.03% | -11.1% |
| Q1 2021 | $62,000 | +10.7% | 565 | +10.6% | 0.04% | -2.7% |
| Q4 2020 | $56,000 | +14.3% | 511 | +16.4% | 0.04% | +2.8% |
| Q3 2020 | $49,000 | 0.0% | 439 | 0.0% | 0.04% | -5.3% |
| Q2 2020 | $49,000 | 0.0% | 439 | 0.0% | 0.04% | -19.1% |
| Q1 2020 | $49,000 | +2.1% | 439 | 0.0% | 0.05% | +17.5% |
| Q4 2019 | $48,000 | – | 439 | – | 0.04% | – |
Download | ||||||
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% |