ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,578,558 | -2.2% | 41,446 | -2.2% | 0.51% | +0.4% |
| Q2 2023 | $4,680,452 | +44.2% | 42,376 | +44.2% | 0.51% | +37.1% |
| Q1 2023 | $3,246,292 | -19.4% | 29,378 | -19.8% | 0.37% | -29.7% |
| Q4 2022 | $4,028,920 | +520.8% | 36,653 | +521.6% | 0.53% | +462.8% |
| Q3 2022 | $649,000 | +25.3% | 5,897 | +25.4% | 0.09% | +32.4% |
| Q2 2022 | $518,000 | -3.9% | 4,702 | -3.8% | 0.07% | -95.6% |
| Q1 2022 | $539,000 | -47.3% | 4,886 | -47.2% | 1.61% | +1347.7% |
| Q4 2021 | $1,022,000 | -83.6% | 9,257 | -83.6% | 0.11% | -87.0% |
| Q3 2021 | $6,220,000 | +638.7% | 56,306 | +637.9% | 0.85% | +193.1% |
| Q3 2018 | $842,000 | +21.5% | 7,631 | +21.3% | 0.29% | +10.6% |
| Q4 2017 | $693,000 | +1.2% | 6,291 | +1.4% | 0.26% | -1.1% |
| Q3 2017 | $685,000 | -1.2% | 6,205 | -1.2% | 0.27% | -40.4% |
| Q3 2016 | $693,000 | -44.5% | 6,279 | -44.5% | 0.45% | -52.8% |
| Q2 2016 | $1,249,000 | -2.9% | 11,316 | -2.9% | 0.94% | -18.3% |
| Q1 2016 | $1,286,000 | – | 11,654 | – | 1.16% | – |
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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% |