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 | $3,414,561 | -1.3% | 31,033 | -1.0% | 2.76% | +4.2% |
| Q2 2023 | $3,460,730 | -5.3% | 31,333 | -5.2% | 2.65% | -6.0% |
| Q1 2023 | $3,653,462 | -0.7% | 33,063 | -1.2% | 2.82% | -4.2% |
| Q4 2022 | $3,679,352 | -4.3% | 33,473 | -4.2% | 2.94% | -11.6% |
| Q3 2022 | $3,844,000 | -1.2% | 34,943 | -1.1% | 3.32% | +6.2% |
| Q2 2022 | $3,890,000 | -0.5% | 35,329 | -0.3% | 3.13% | +11.5% |
| Q1 2022 | $3,909,000 | -33.3% | 35,453 | -33.2% | 2.81% | -31.5% |
| Q4 2021 | $5,863,000 | – | 53,094 | – | 4.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Marks Wealth, LLC | 71,534 | $7,904,507 | 70.88% |
| ACUTE INVESTMENT ADVISORY, LLC | 751,003 | $82,985,834 | 54.36% |
| Gateway Advisory, LLC | 1,698,780 | $187,715 | 41.80% |
| LaSalle St. Investment Advisors, LLC | 738,904 | $81,648 | 36.07% |
| PEAVINE CAPITAL, LLC | 1,227,795 | $135,671,357 | 31.32% |
| Cornerstone Retirement Group, Inc. | 846,569 | $93,545,911 | 27.44% |
| Estate Counselors, LLC | 1,187,945 | $131,267,923 | 17.35% |
| AFFINIA FINANCIAL GROUP, LLC | 201,113 | $22,198,741 | 16.43% |
| Crane Advisory, LLC | 432,798 | $47,703,020 | 16.21% |
| Allred Capital Management, LLC | 274,859 | $30,371,876 | 16.09% |