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 | $4,332,841 | -10.9% | 39,222 | -10.9% | 2.73% | -8.2% |
| Q2 2023 | $4,863,464 | +4.8% | 44,033 | +4.9% | 2.98% | +1.8% |
| Q1 2023 | $4,638,501 | -0.5% | 41,977 | -1.1% | 2.93% | -3.1% |
| Q4 2022 | $4,663,275 | +0.9% | 42,424 | +1.0% | 3.02% | -8.4% |
| Q3 2022 | $4,621,000 | +3.5% | 42,010 | +3.6% | 3.30% | +8.3% |
| Q2 2022 | $4,466,000 | +2897.3% | 40,560 | +2897.8% | 3.04% | +3282.2% |
| Q1 2022 | $149,000 | +609.5% | 1,353 | +627.4% | 0.09% | +650.0% |
| Q4 2021 | $21,000 | 0.0% | 186 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $21,000 | 0.0% | 186 | 0.0% | 0.01% | +7.7% |
| Q2 2021 | $21,000 | -78.4% | 186 | -78.8% | 0.01% | -80.3% |
| Q1 2021 | $97,000 | -48.9% | 879 | -48.8% | 0.07% | -52.9% |
| Q4 2020 | $190,000 | – | 1,717 | – | 0.14% | – |
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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% |