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 | $2,449,230 | +16228.2% | 22,171 | +16202.2% | 0.19% | +19200.0% |
| Q3 2022 | $15,000 | 0.0% | 136 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $15,000 | -99.9% | 136 | -99.9% | 0.00% | -99.8% |
| Q1 2022 | $13,458,000 | +2019.4% | 122,069 | +2022.6% | 0.66% | +926.6% |
| Q4 2021 | $635,000 | -96.7% | 5,751 | -96.7% | 0.06% | -93.7% |
| Q3 2021 | $19,445,000 | +129533.3% | 176,023 | +129328.7% | 1.02% | +101900.0% |
| Q2 2021 | $15,000 | -31.8% | 136 | -30.3% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | -89.4% | 195 | -89.6% | 0.00% | -97.8% |
| Q4 2020 | $208,000 | -67.0% | 1,880 | -66.9% | 0.05% | +12.2% |
| Q3 2020 | $630,000 | +4.5% | 5,688 | +4.4% | 0.04% | +5.1% |
| Q2 2020 | $603,000 | -97.1% | 5,448 | -97.1% | 0.04% | -97.6% |
| Q1 2020 | $20,563,000 | +9246.8% | 185,207 | +9188.2% | 1.60% | +12192.3% |
| Q4 2019 | $220,000 | -10.9% | 1,994 | -10.7% | 0.01% | -18.8% |
| Q3 2019 | $247,000 | -10.2% | 2,234 | -10.4% | 0.02% | -15.8% |
| Q2 2019 | $275,000 | +957.7% | 2,492 | +974.1% | 0.02% | +850.0% |
| Q1 2019 | $26,000 | -33.3% | 232 | -34.6% | 0.00% | -33.3% |
| Q4 2018 | $39,000 | -45.8% | 355 | -45.2% | 0.00% | -40.0% |
| Q3 2018 | $72,000 | -99.9% | 648 | -46.8% | 0.01% | -58.3% |
| Q2 2018 | $134,516,000 | +95982.9% | 1,218 | -4.2% | 0.01% | -7.7% |
| Q1 2018 | $140,000 | -32.0% | 1,272 | -31.9% | 0.01% | -27.8% |
| Q4 2017 | $206,000 | -2.8% | 1,868 | -2.8% | 0.02% | -21.7% |
| Q3 2017 | $212,000 | +105.8% | 1,921 | +106.1% | 0.02% | +130.0% |
| Q2 2017 | $103,000 | -66.2% | 932 | -66.3% | 0.01% | -63.0% |
| Q1 2017 | $305,000 | +391.9% | 2,765 | +395.5% | 0.03% | +350.0% |
| Q4 2016 | $62,000 | -6.1% | 558 | -7.2% | 0.01% | 0.0% |
| Q3 2016 | $66,000 | -64.5% | 601 | -64.3% | 0.01% | -64.7% |
| Q2 2016 | $186,000 | +97.9% | 1,684 | +97.0% | 0.02% | +88.9% |
| Q1 2016 | $94,000 | -5.1% | 855 | -4.9% | 0.01% | 0.0% |
| Q4 2015 | $99,000 | – | 899 | – | 0.01% | – |
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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% |