ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 437 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $167,133,481 | +282.1% | 1,512,931 | +282.1% | 4.67% | +311.9% |
| Q2 2023 | $43,735,054 | +9.0% | 395,972 | +9.0% | 1.13% | +6.9% |
| Q1 2023 | $40,128,186 | +8.0% | 363,151 | +7.4% | 1.06% | +11.2% |
| Q4 2022 | $37,154,829 | +1178.1% | 338,017 | +1179.2% | 0.95% | +1092.5% |
| Q3 2022 | $2,907,000 | +14.1% | 26,425 | +14.2% | 0.08% | +23.1% |
| Q2 2022 | $2,548,000 | -91.5% | 23,145 | -91.5% | 0.06% | -91.6% |
| Q2 2020 | $30,069,000 | -4.5% | 271,529 | -4.3% | 0.77% | -17.0% |
| Q1 2020 | $31,493,000 | -19.6% | 283,672 | -20.0% | 0.93% | +9.5% |
| Q4 2019 | $39,190,000 | +72.7% | 354,785 | +72.9% | 0.85% | +4.0% |
| Q3 2019 | $22,695,000 | -2.1% | 205,166 | -2.1% | 0.82% | -2.5% |
| Q2 2019 | $23,179,000 | -16.9% | 209,477 | -17.0% | 0.84% | +42.7% |
| Q1 2019 | $27,898,000 | +52.2% | 252,310 | +51.8% | 0.59% | -21.2% |
| Q4 2018 | $18,328,000 | – | 166,168 | – | 0.75% | – |
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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% |