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 | $361,568 | +1.3% | 3,273 | +1.2% | 0.01% | 0.0% |
| Q2 2023 | $357,085 | +1.1% | 3,233 | +1.2% | 0.01% | 0.0% |
| Q1 2023 | $353,158 | +101091.4% | 3,196 | +0.6% | 0.01% | -7.7% |
| Q4 2022 | $349 | -99.9% | 3,177 | +0.8% | 0.01% | 0.0% |
| Q3 2022 | $347,000 | +0.3% | 3,153 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $346,000 | 0.0% | 3,143 | +0.1% | 0.01% | +18.2% |
| Q1 2022 | $346,000 | -0.3% | 3,140 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $347,000 | 0.0% | 3,140 | 0.0% | 0.01% | -28.6% |
| Q3 2021 | $347,000 | +39.4% | 3,140 | +39.1% | 0.01% | +40.0% |
| Q2 2021 | $249,000 | -0.4% | 2,258 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $250,000 | 0.0% | 2,258 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $250,000 | -53.8% | 2,258 | -53.9% | 0.01% | -88.2% |
| Q1 2016 | $541,000 | +0.2% | 4,898 | 0.0% | 0.09% | +1.1% |
| Q4 2015 | $540,000 | 0.0% | 4,898 | 0.0% | 0.09% | -2.1% |
| Q3 2015 | $540,000 | – | 4,898 | – | 0.09% | – |
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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% |