ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,591,303 | -0.4% | 59,666 | -0.4% | 0.65% | +5.9% |
| Q2 2023 | $6,619,489 | -15.5% | 59,932 | -15.5% | 0.61% | -14.0% |
| Q1 2023 | $7,837,102 | -0.4% | 70,924 | -1.0% | 0.71% | -1.8% |
| Q4 2022 | $7,871,042 | -17.3% | 71,607 | -17.3% | 0.73% | -20.7% |
| Q3 2022 | $9,521,000 | +5.2% | 86,561 | +5.3% | 0.92% | +12.8% |
| Q2 2022 | $9,048,000 | +481.9% | 82,177 | +482.8% | 0.81% | +559.3% |
| Q1 2022 | $1,555,000 | -0.1% | 14,100 | 0.0% | 0.12% | +3.4% |
| Q4 2021 | $1,557,000 | -0.1% | 14,100 | 0.0% | 0.12% | -4.8% |
| Q3 2021 | $1,558,000 | 0.0% | 14,100 | 0.0% | 0.12% | +0.8% |
| Q2 2021 | $1,558,000 | +28.1% | 14,100 | +28.2% | 0.12% | +22.8% |
| Q1 2021 | $1,216,000 | 0.0% | 11,000 | 0.0% | 0.10% | -9.0% |
| Q4 2020 | $1,216,000 | – | 11,000 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LaSalle St. Investment Advisors, LLC | 723,745 | $79,952 | 39.10% |
| Gateway Advisory, LLC | 1,654,317 | $182,752,446 | 37.27% |
| GUIDANCE CAPITAL, INC | 570,391 | $62,765,862 | 28.11% |
| Mader & Shannon Wealth Management, Inc. | 367,456 | $40,592,864 | 26.68% |
| Client First Capital LLC | 304,395 | $33,626,473 | 24.34% |
| PEAVINE CAPITAL, LLC | 742,800 | $82,057,085 | 21.39% |
| Titan Capital Management, LLC /TX | 134,732 | $14,883,844 | 20.05% |
| Allred Capital Management, LLC | 343,442 | $37,939,996 | 18.90% |
| Cornerstone Retirement Group, Inc. | 530,662 | $58,622,280 | 16.76% |
| Divergent Wealth Advisors | 643,895 | $71,131,119 | 16.18% |