ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,838 | -85.6% | 2,506 | -85.6% | 0.22% | -84.7% |
| Q4 2021 | $1,928,000 | +1.7% | 17,461 | +1.8% | 1.43% | -12.6% |
| Q3 2021 | $1,895,000 | -23.2% | 17,157 | -23.2% | 1.63% | -28.1% |
| Q2 2021 | $2,468,000 | +32.1% | 22,337 | +32.2% | 2.27% | +33.0% |
| Q1 2021 | $1,868,000 | +73.6% | 16,900 | +73.6% | 1.71% | +78.7% |
| Q4 2020 | $1,076,000 | – | 9,737 | – | 0.96% | – |
Download | ||||||
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% |