ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,181 | +1.7% | 237 | +1.7% | 0.01% | +16.7% |
| Q2 2023 | $25,735 | +6.3% | 233 | +6.4% | 0.01% | 0.0% |
| Q1 2023 | $24,200 | +4.8% | 219 | +4.3% | 0.01% | 0.0% |
| Q4 2022 | $23,083 | +4.9% | 210 | +1.9% | 0.01% | -14.3% |
| Q3 2022 | $22,000 | 0.0% | 206 | +1.0% | 0.01% | +16.7% |
| Q2 2022 | $22,000 | -8.3% | 204 | -6.4% | 0.01% | 0.0% |
| Q1 2022 | $24,000 | +4.3% | 218 | +2.8% | 0.01% | 0.0% |
| Q4 2021 | $23,000 | 0.0% | 212 | -0.9% | 0.01% | 0.0% |
| Q3 2021 | $23,000 | +4.5% | 214 | +5.9% | 0.01% | 0.0% |
| Q2 2021 | $22,000 | +10.0% | 202 | +8.0% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | 0.0% | 187 | +2.2% | 0.01% | +20.0% |
| Q4 2020 | $20,000 | – | 183 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 54,968 | $6,061,000 | 5.65% |
| SFMG, LLC | 211,758 | $23,340,000 | 5.32% |
| Quantitative Advantage, LLC | 163,672 | $18,040,000 | 5.13% |
| Horizon Investments, LLC | 591,733 | $65,221,000 | 5.13% |
| CURIAN CAPITAL LLC | 536,650 | $59,150,000 | 4.38% |
| AMERICAN ASSET MANAGEMENT INC. | 28,000 | $3,086,000 | 2.92% |
| HT Partners LLC | 32,870 | $3,623,000 | 2.35% |
| JAMES INVESTMENT RESEARCH INC | 855,408 | $94,283,000 | 2.33% |
| Milliman Financial Risk Management LLC | 1,921,514 | $211,789,000 | 2.22% |
| CEDAR CAPITAL, LLC | 77,085 | $8,496,000 | 1.90% |