ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download |
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% |