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 | $21,605,060 | +14.6% | 195,574 | +14.6% | 0.45% | +18.3% |
| Q2 2023 | $18,846,857 | +6.3% | 170,637 | +6.3% | 0.38% | +0.3% |
| Q1 2023 | $17,734,919 | -1.0% | 160,497 | -1.5% | 0.38% | -7.8% |
| Q4 2022 | $17,907,617 | +6.5% | 162,915 | +6.6% | 0.41% | +3.8% |
| Q3 2022 | $16,817,000 | -21.0% | 152,884 | -20.9% | 0.39% | -14.2% |
| Q2 2022 | $21,274,000 | -6.8% | 193,226 | -6.6% | 0.46% | +11.4% |
| Q1 2022 | $22,814,000 | -43.6% | 206,933 | -43.5% | 0.41% | -41.9% |
| Q4 2021 | $40,420,000 | -4.2% | 366,054 | -4.1% | 0.71% | -10.5% |
| Q3 2021 | $42,183,000 | +4.4% | 381,853 | +4.4% | 0.79% | +9.1% |
| Q2 2021 | $40,409,000 | +15.8% | 365,724 | +15.9% | 0.72% | +4.0% |
| Q1 2021 | $34,886,000 | -2.0% | 315,680 | -2.0% | 0.70% | -7.3% |
| Q4 2020 | $35,586,000 | +64.7% | 321,959 | +64.9% | 0.75% | +38.8% |
| Q3 2020 | $21,611,000 | -10.6% | 195,220 | -10.5% | 0.54% | -13.4% |
| Q2 2020 | $24,167,000 | +57.9% | 218,228 | +58.3% | 0.62% | +34.4% |
| Q1 2020 | $15,301,000 | +19.0% | 137,820 | +18.4% | 0.46% | +46.2% |
| Q4 2019 | $12,857,000 | +2.9% | 116,399 | +3.1% | 0.32% | -6.5% |
| Q3 2019 | $12,493,000 | -3.7% | 112,933 | -3.7% | 0.34% | -3.4% |
| Q2 2019 | $12,970,000 | -4.3% | 117,212 | -4.3% | 0.35% | -2.8% |
| Q1 2019 | $13,547,000 | +0.0% | 122,517 | -0.2% | 0.36% | -14.4% |
| Q4 2018 | $13,543,000 | -9.0% | 122,783 | -8.9% | 0.42% | +11.6% |
| Q3 2018 | $14,877,000 | +5.6% | 134,705 | +5.6% | 0.38% | -0.8% |
| Q2 2018 | $14,091,000 | +87.9% | 127,592 | +87.8% | 0.38% | +97.9% |
| Q1 2018 | $7,498,000 | -2.7% | 67,939 | -2.8% | 0.19% | -2.5% |
| Q4 2017 | $7,706,000 | -2.7% | 69,899 | -2.5% | 0.20% | -6.6% |
| Q3 2017 | $7,917,000 | +19.6% | 71,719 | +19.5% | 0.21% | +15.8% |
| Q2 2017 | $6,622,000 | -6.9% | 60,021 | -6.8% | 0.18% | -9.0% |
| Q1 2017 | $7,109,000 | +9.1% | 64,431 | +9.1% | 0.20% | +5.8% |
| Q4 2016 | $6,514,000 | +36.2% | 59,056 | +36.3% | 0.19% | +36.7% |
| Q3 2016 | $4,784,000 | +4.9% | 43,323 | +4.9% | 0.14% | +2.2% |
| Q2 2016 | $4,560,000 | -18.7% | 41,282 | -18.8% | 0.14% | -20.0% |
| Q1 2016 | $5,609,000 | +70.2% | 50,828 | +70.0% | 0.17% | +73.5% |
| Q4 2015 | $3,295,000 | -18.8% | 29,891 | -18.7% | 0.10% | -20.3% |
| Q3 2015 | $4,057,000 | -11.0% | 36,774 | -11.0% | 0.12% | -3.1% |
| Q2 2015 | $4,557,000 | +3.3% | 41,321 | +3.3% | 0.13% | +5.8% |
| Q1 2015 | $4,410,000 | -3.5% | 39,993 | -3.5% | 0.12% | -8.4% |
| Q4 2014 | $4,569,000 | -1.8% | 41,440 | -1.8% | 0.13% | -5.1% |
| Q3 2014 | $4,652,000 | -2.2% | 42,198 | -2.1% | 0.14% | -3.5% |
| Q2 2014 | $4,755,000 | +10.8% | 43,123 | +10.8% | 0.14% | +10.9% |
| Q1 2014 | $4,293,000 | -11.6% | 38,930 | -11.6% | 0.13% | -16.8% |
| Q4 2013 | $4,855,000 | +0.7% | 44,033 | +0.7% | 0.16% | -8.3% |
| Q3 2013 | $4,821,000 | -10.4% | 43,727 | -10.4% | 0.17% | -18.8% |
| Q2 2013 | $5,378,000 | – | 48,796 | – | 0.21% | – |
Download | ||||||
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% |