ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363 | -30.5% | 3,291 | -30.5% | 0.17% | -18.4% |
| Q2 2023 | $522 | -0.2% | 4,735 | 0.0% | 0.21% | +0.5% |
| Q1 2023 | $523 | +0.6% | 4,735 | 0.0% | 0.21% | -5.4% |
| Q4 2022 | $520 | -99.9% | 4,735 | 0.0% | 0.22% | -1.8% |
| Q3 2022 | $521,000 | 0.0% | 4,735 | 0.0% | 0.23% | +9.7% |
| Q2 2022 | $521,000 | -0.2% | 4,735 | 0.0% | 0.21% | +18.3% |
| Q1 2022 | $522,000 | -0.2% | 4,735 | 0.0% | 0.18% | -27.7% |
| Q4 2021 | $523,000 | 0.0% | 4,735 | 0.0% | 0.24% | +25.4% |
| Q3 2021 | $523,000 | 0.0% | 4,735 | 0.0% | 0.19% | -13.5% |
| Q2 2021 | $523,000 | 0.0% | 4,735 | 0.0% | 0.22% | +0.5% |
| Q1 2021 | $523,000 | 0.0% | 4,735 | 0.0% | 0.22% | -8.3% |
| Q4 2020 | $523,000 | – | 4,735 | – | 0.24% | – |
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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% |