ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 661 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $838,119 | +1.9% | 7,585 | +1.9% | 0.63% | -2.6% |
| Q1 2024 | $822,639 | -1.1% | 7,442 | -1.4% | 0.65% | -6.1% |
| Q4 2023 | $831,516 | -24.0% | 7,550 | -23.7% | 0.69% | -31.7% |
| Q3 2023 | $1,093,792 | +42.2% | 9,901 | +42.1% | 1.01% | +50.1% |
| Q2 2023 | $769,442 | +71.7% | 6,966 | +71.7% | 0.67% | +63.7% |
| Q1 2023 | $448,247 | +5.1% | 4,057 | +4.6% | 0.41% | -3.1% |
| Q4 2022 | $426,539 | – | 3,880 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IndexIQ Advisors LLC | 247,920 | $27,333,000 | 2.80% |
| ASSETMARK, INC | 950,548 | $104,798,000 | 2.48% |
| AMERICAN ASSET MANAGEMENT INC. | 31,952 | $3,523,000 | 2.43% |
| F-Squared Investment Management, LLC | 636,096 | $70,130,000 | 2.37% |
| SignalPoint Asset Management, LLC | 26,608 | $2,934,000 | 1.33% |
| WEDBUSH SECURITIES INC | 46,724 | $5,151,000 | 1.22% |
| Shamrock Asset Management LLC | 26,507 | $2,922,000 | 1.00% |
| Ifrah Financial Services, Inc. | 22,481 | $2,479,000 | 0.99% |
| Advisors Preferred, LLC | 13,683 | $1,508,000 | 0.83% |
| Transamerica Financial Advisors, Inc. | 66,010 | $7,278,000 | 0.79% |