ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 303 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,278 | -21.6% | 2,166 | -21.7% | 0.01% | -9.1% |
| Q2 2023 | $305,394 | +12.4% | 2,765 | +12.5% | 0.01% | 0.0% |
| Q1 2023 | $271,609 | -1.5% | 2,458 | -2.0% | 0.01% | -8.3% |
| Q4 2022 | $275,679 | +14.9% | 2,508 | +14.7% | 0.01% | +9.1% |
| Q3 2022 | $240,000 | -0.8% | 2,186 | -0.6% | 0.01% | 0.0% |
| Q2 2022 | $242,000 | +16.9% | 2,199 | +16.6% | 0.01% | +37.5% |
| Q1 2022 | $207,000 | +21.1% | 1,886 | +21.6% | 0.01% | -11.1% |
| Q4 2021 | $171,000 | -93.5% | 1,551 | -93.4% | 0.01% | -94.8% |
| Q4 2020 | $2,615,582 | +11.7% | 23,664 | +11.9% | 0.17% | -8.0% |
| Q3 2020 | $2,341,637 | +0.2% | 21,153 | +0.3% | 0.19% | -6.0% |
| Q2 2020 | $2,336,503 | +2.6% | 21,099 | +2.9% | 0.20% | -19.4% |
| Q1 2020 | $2,277,464 | +4.6% | 20,514 | +4.1% | 0.25% | +33.3% |
| Q4 2019 | $2,177,056 | -0.4% | 19,709 | -0.2% | 0.19% | -11.0% |
| Q3 2019 | $2,184,966 | -0.5% | 19,752 | +116.5% | 0.21% | +5.0% |
| Q2 2019 | $2,195,761 | +3.3% | 9,122 | -52.6% | 0.20% | -14.2% |
| Q1 2019 | $2,125,929 | – | 19,227 | – | 0.23% | – |
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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% |