ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 459 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $480,262 | -13.0% | 4,347 | -13.1% | 0.10% | -12.3% |
| Q2 2023 | $552,249 | +0.9% | 5,000 | +1.0% | 0.11% | -5.8% |
| Q1 2023 | $547,105 | +0.6% | 4,951 | +0.0% | 0.12% | -4.7% |
| Q4 2022 | $544,008 | -31.9% | 4,949 | -31.9% | 0.13% | -36.8% |
| Q3 2022 | $799,000 | -8.3% | 7,267 | -8.1% | 0.20% | -5.6% |
| Q2 2022 | $871,000 | -9.3% | 7,911 | -9.1% | 0.21% | -13.8% |
| Q1 2022 | $960,000 | -8.3% | 8,704 | -8.2% | 0.25% | -10.8% |
| Q4 2021 | $1,047,000 | -5.4% | 9,479 | -5.4% | 0.28% | -13.4% |
| Q3 2021 | $1,107,000 | -4.4% | 10,021 | -4.4% | 0.32% | -4.5% |
| Q2 2021 | $1,158,000 | -19.1% | 10,483 | -19.1% | 0.34% | -26.0% |
| Q1 2021 | $1,432,000 | -18.8% | 12,955 | -18.8% | 0.45% | -22.3% |
| Q4 2020 | $1,763,000 | – | 15,952 | – | 0.58% | – |
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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% |