ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 615 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
|---|---|---|---|
| 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% |