ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 642 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,791,288 | +8.0% | 16,211 | +8.0% | 0.41% | +9.9% |
| Q1 2024 | $1,659,081 | -18.9% | 15,009 | -19.2% | 0.37% | -23.4% |
| Q4 2023 | $2,045,392 | -14.1% | 18,573 | -13.8% | 0.49% | -27.3% |
| Q3 2023 | $2,381,602 | -4.6% | 21,556 | -4.6% | 0.67% | -70.3% |
| Q2 2023 | $2,495,477 | +15.1% | 22,593 | +17.3% | 2.26% | +72.3% |
| Q1 2023 | $2,168,923 | -11.0% | 19,266 | -13.1% | 1.31% | +81.4% |
| Q4 2022 | $2,437,651 | +42.5% | 22,175 | +42.5% | 0.72% | +29.6% |
| Q3 2022 | $1,711,000 | +328.8% | 15,559 | +329.6% | 0.56% | +300.7% |
| Q2 2022 | $399,000 | +84.7% | 3,622 | +85.3% | 0.14% | +10.3% |
| Q2 2021 | $216,000 | -11.1% | 1,955 | -9.8% | 0.13% | -38.2% |
| Q1 2021 | $243,000 | – | 2,168 | – | 0.20% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hansen & Associates Financial Group, Inc. | 499,185 | $55,000,215 | 28.78% |
| LaSalle St. Investment Advisors, LLC | 382,134 | $420,844 | 28.21% |
| Client First Capital LLC | 315,514 | $34,747,518 | 25.25% |
| Whalen Wealth Management Inc. | 205,773 | $22,661,784 | 20.41% |
| Titan Manages, LLC | 130,795 | $14,404,453 | 20.06% |
| Mader & Shannon Wealth Management, Inc. | 305,597 | $33,655,398 | 19.14% |
| Able Wealth Management LLC | 176,323 | $19,418,447 | 17.63% |
| Allred Capital Management, LLC | 353,617 | $38,943,872 | 16.93% |
| Divergent Wealth Advisors | 648,869 | $71,459,939 | 14.95% |
| Gateway Advisory, LLC | 611,709 | $67,367,473 | 12.93% |