ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 687 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,539,777 | +6.2% | 22,984 | +6.3% | 0.38% | +3.6% |
Q1 2024 | $2,390,846 | +0.4% | 21,629 | 0.0% | 0.36% | -12.3% |
Q4 2023 | $2,381,979 | -4.6% | 21,629 | -4.4% | 0.41% | -1.7% |
Q3 2023 | $2,498,125 | +8.1% | 22,614 | +8.1% | 0.42% | +27.7% |
Q2 2023 | $2,310,397 | +665.5% | 20,918 | +661.8% | 0.33% | +467.2% |
Q4 2022 | $301,813 | -53.8% | 2,746 | -53.8% | 0.06% | -62.1% |
Q3 2022 | $653,000 | -19.3% | 5,940 | -19.1% | 0.15% | -12.6% |
Q2 2022 | $809,000 | -3.7% | 7,344 | -3.7% | 0.18% | +2.9% |
Q1 2022 | $840,000 | -1.6% | 7,623 | -1.4% | 0.17% | +27.8% |
Q4 2021 | $854,000 | -13.9% | 7,735 | -13.8% | 0.13% | -17.4% |
Q3 2021 | $992,000 | -8.6% | 8,976 | -8.6% | 0.16% | -22.6% |
Q2 2021 | $1,085,000 | -16.9% | 9,821 | -16.8% | 0.21% | -21.2% |
Q1 2021 | $1,305,000 | +9.2% | 11,805 | +9.2% | 0.26% | -7.7% |
Q4 2020 | $1,195,000 | – | 10,807 | – | 0.29% | – |
Download |
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% |