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 | $14,515,673 | +31.8% | 131,399 | +31.8% | 2.58% | +29.6% |
| Q2 2023 | $11,012,433 | +23.0% | 99,705 | +23.0% | 1.99% | +15.9% |
| Q1 2023 | $8,955,867 | +19.6% | 81,049 | +19.0% | 1.72% | +11.4% |
| Q4 2022 | $7,485,385 | +35.1% | 68,098 | +35.2% | 1.54% | +18.9% |
| Q3 2022 | $5,540,000 | +77.7% | 50,366 | +77.8% | 1.30% | +78.3% |
| Q2 2022 | $3,118,000 | -32.1% | 28,320 | -32.0% | 0.73% | -25.2% |
| Q1 2022 | $4,589,000 | +25.5% | 41,626 | +25.7% | 0.97% | +26.7% |
| Q4 2021 | $3,657,000 | +564.9% | 33,122 | +564.8% | 0.77% | +468.9% |
| Q3 2021 | $550,000 | -39.4% | 4,982 | -39.4% | 0.14% | -42.6% |
| Q2 2021 | $908,000 | -40.3% | 8,220 | -40.3% | 0.24% | -47.7% |
| Q1 2021 | $1,522,000 | -71.8% | 13,775 | -71.8% | 0.45% | -75.2% |
| Q4 2020 | $5,403,000 | -60.3% | 48,880 | -60.3% | 1.81% | -62.7% |
| Q3 2020 | $13,618,000 | -19.1% | 123,013 | -19.1% | 4.86% | -27.6% |
| Q2 2020 | $16,830,000 | +0.8% | 151,978 | +1.0% | 6.70% | -13.4% |
| Q1 2020 | $16,702,000 | +82.5% | 150,439 | +81.6% | 7.74% | +89.9% |
| Q4 2019 | $9,150,000 | +11.9% | 82,839 | +12.0% | 4.08% | -3.6% |
| Q3 2019 | $8,179,000 | +3.8% | 73,942 | +3.8% | 4.23% | -3.7% |
| Q2 2019 | $7,880,000 | -8.0% | 71,215 | -8.1% | 4.39% | -28.0% |
| Q1 2019 | $8,564,000 | +36.0% | 77,457 | +35.6% | 6.10% | +9.7% |
| Q4 2018 | $6,298,000 | – | 57,103 | – | 5.56% | – |
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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% |