ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,149,581 | +0.7% | 10,406 | +0.7% | 0.67% | +2.6% |
| Q2 2023 | $1,141,182 | -56.3% | 10,332 | -56.2% | 0.65% | -65.6% |
| Q1 2023 | $2,608,510 | -15.8% | 23,606 | -16.3% | 1.89% | -24.3% |
| Q4 2022 | $3,099,701 | +41.5% | 28,200 | +41.6% | 2.50% | +26.8% |
| Q3 2022 | $2,190,000 | +3.3% | 19,909 | +3.3% | 1.97% | +2.2% |
| Q2 2022 | $2,121,000 | – | 19,265 | – | 1.93% | – |
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% |