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 | $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% | – |
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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% |