ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,934,882 | -25.2% | 17,515 | -25.2% | 2.10% | -50.5% |
| Q2 2023 | $2,587,512 | -14.1% | 23,427 | -14.1% | 4.24% | -10.4% |
| Q1 2023 | $3,013,004 | +37.6% | 27,267 | +36.8% | 4.73% | +107.0% |
| Q4 2022 | $2,190,156 | +24.4% | 19,925 | +24.4% | 2.28% | +47.0% |
| Q3 2022 | $1,761,000 | +10.4% | 16,019 | +10.5% | 1.55% | +23.7% |
| Q2 2022 | $1,595,000 | +187.9% | 14,501 | +188.6% | 1.26% | +281.5% |
| Q1 2022 | $554,000 | -80.3% | 5,024 | -80.3% | 0.33% | -89.2% |
| Q4 2020 | $2,813,000 | – | 25,449 | – | 3.05% | – |
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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% |