ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,571 | -78.1% | 3,789 | -82.0% | 0.20% | -92.0% |
| Q2 2023 | $1,909,797 | -34.4% | 21,103 | -19.8% | 2.55% | +121.2% |
| Q1 2023 | $2,911,651 | +2520.1% | 26,323 | +2503.7% | 1.15% | +2647.6% |
| Q4 2022 | $111,129 | +61.1% | 1,011 | +62.0% | 0.04% | +68.0% |
| Q3 2022 | $69,000 | -41.0% | 624 | -41.4% | 0.02% | -89.1% |
| Q2 2022 | $117,000 | -6.4% | 1,065 | -6.2% | 0.23% | +593.9% |
| Q1 2022 | $125,000 | -3.8% | 1,135 | -3.8% | 0.03% | +10.0% |
| Q4 2021 | $130,000 | – | 1,180 | – | 0.03% | – |
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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% |