ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 394 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $552 | -99.9% | 5,000 | -37.5% | 0.19% | -38.8% |
| Q2 2021 | $884,000 | 0.0% | 8,000 | 0.0% | 0.31% | -6.4% |
| Q1 2021 | $884,000 | -60.5% | 8,000 | -60.5% | 0.33% | -63.4% |
| Q4 2020 | $2,239,000 | -0.9% | 20,261 | -0.7% | 0.90% | -16.4% |
| Q3 2020 | $2,259,000 | +18.3% | 20,411 | +18.3% | 1.08% | +21.9% |
| Q2 2020 | $1,910,000 | +107.4% | 17,250 | +107.8% | 0.88% | +70.7% |
| Q1 2020 | $921,000 | -50.1% | 8,300 | -50.4% | 0.52% | -25.3% |
| Q4 2019 | $1,847,000 | +11.3% | 16,725 | +11.5% | 0.69% | +10.2% |
| Q3 2019 | $1,659,000 | – | 14,997 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MinichMacGregor Wealth Management, LLC | 54,968 | $6,061,000 | 5.65% |
| SFMG, LLC | 211,758 | $23,340,000 | 5.32% |
| Quantitative Advantage, LLC | 163,672 | $18,040,000 | 5.13% |
| Horizon Investments, LLC | 591,733 | $65,221,000 | 5.13% |
| CURIAN CAPITAL LLC | 536,650 | $59,150,000 | 4.38% |
| AMERICAN ASSET MANAGEMENT INC. | 28,000 | $3,086,000 | 2.92% |
| HT Partners LLC | 32,870 | $3,623,000 | 2.35% |
| JAMES INVESTMENT RESEARCH INC | 855,408 | $94,283,000 | 2.33% |
| Milliman Financial Risk Management LLC | 1,921,514 | $211,789,000 | 2.22% |
| CEDAR CAPITAL, LLC | 77,085 | $8,496,000 | 1.90% |