ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $231,987 | -2.3% | 2,100 | -2.3% | 0.26% | +2.3% |
| Q2 2023 | $237,468 | -36.6% | 2,150 | -36.6% | 0.26% | -38.4% |
| Q1 2023 | $374,595 | -32.6% | 3,390 | -32.9% | 0.42% | -31.8% |
| Q4 2022 | $555,646 | +112.1% | 5,055 | +111.5% | 0.61% | +98.1% |
| Q3 2022 | $262,000 | -35.3% | 2,390 | -35.1% | 0.31% | -26.0% |
| Q2 2022 | $405,000 | +23.1% | 3,680 | +23.5% | 0.42% | +44.5% |
| Q1 2022 | $329,000 | – | 2,980 | – | 0.29% | – |
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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% |