ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,351,601 | +55.1% | 12,235 | +55.1% | 0.43% | +59.9% |
| Q2 2023 | $871,229 | -70.0% | 7,888 | -69.9% | 0.27% | -57.8% |
| Q1 2023 | $2,899,878 | +11.1% | 26,243 | +10.5% | 0.63% | -8.7% |
| Q4 2022 | $2,611,314 | -8.2% | 23,756 | -8.1% | 0.69% | -20.9% |
| Q3 2022 | $2,844,000 | +1.1% | 25,858 | +1.2% | 0.88% | +5.9% |
| Q2 2022 | $2,814,000 | +278.7% | 25,540 | +279.0% | 0.83% | +319.8% |
| Q1 2022 | $743,000 | +58.1% | 6,738 | +58.2% | 0.20% | +62.8% |
| Q4 2021 | $470,000 | – | 4,259 | – | 0.12% | – |
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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% |