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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,398,702 | -0.5% | 193,706 | -0.8% | 9.86% | +3.5% |
| Q2 2023 | $21,508,850 | +2466.4% | 195,251 | +2462.7% | 9.52% | +1998.0% |
| Q4 2022 | $838,090 | +40.6% | 7,619 | +41.5% | 0.45% | +1.8% |
| Q2 2020 | $596,000 | -2.1% | 5,386 | -1.9% | 0.45% | +5.9% |
| Q1 2020 | $609,000 | -26.8% | 5,490 | -27.1% | 0.42% | -44.5% |
| Q4 2019 | $832,000 | +6.5% | 7,528 | +6.7% | 0.76% | +3.5% |
| Q3 2019 | $781,000 | -2.7% | 7,058 | -2.8% | 0.73% | -6.3% |
| Q2 2019 | $803,000 | -43.8% | 7,258 | -43.8% | 0.78% | -34.2% |
| Q1 2019 | $1,428,000 | +18.7% | 12,912 | +18.5% | 1.19% | +36.0% |
| Q3 2017 | $1,203,000 | +498.5% | 10,900 | +497.3% | 0.87% | +442.9% |
| Q2 2017 | $201,000 | – | 1,825 | – | 0.16% | – |
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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% |