ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $364,927 | -14.5% | 3,304 | -14.5% | 0.04% | -20.8% |
| Q1 2023 | $426,862 | +3.2% | 3,863 | +2.7% | 0.05% | -5.9% |
| Q4 2022 | $413,629 | +20.2% | 3,763 | +20.4% | 0.05% | +8.5% |
| Q3 2022 | $344,000 | +15.8% | 3,125 | +16.0% | 0.05% | +20.5% |
| Q2 2022 | $297,000 | -61.2% | 2,695 | -61.2% | 0.04% | -54.1% |
| Q1 2022 | $766,000 | -32.5% | 6,950 | -32.4% | 0.08% | -30.3% |
| Q4 2021 | $1,135,000 | +28.8% | 10,283 | +28.9% | 0.12% | +5.2% |
| Q3 2021 | $881,000 | +48.1% | 7,979 | +48.1% | 0.12% | +20.8% |
| Q2 2021 | $595,000 | -44.2% | 5,387 | -44.2% | 0.10% | -56.2% |
| Q1 2021 | $1,067,000 | +244.2% | 9,655 | +243.7% | 0.22% | +128.1% |
| Q4 2020 | $310,000 | – | 2,809 | – | 0.10% | – |
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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% |