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% | – |
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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% |