ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 642 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,980,889 | +13.9% | 17,927 | +13.9% | 0.01% | +9.1% |
| Q1 2024 | $1,739,654 | -15.5% | 15,738 | -15.8% | 0.01% | -21.4% |
| Q4 2023 | $2,057,705 | -0.4% | 18,684 | -0.1% | 0.01% | -12.5% |
| Q3 2023 | $2,066,814 | -1.1% | 18,709 | -1.1% | 0.02% | +6.7% |
| Q2 2023 | $2,090,374 | -0.2% | 18,926 | -0.1% | 0.02% | -6.2% |
| Q1 2023 | $2,093,945 | -10.3% | 18,950 | -10.8% | 0.02% | -15.8% |
| Q4 2022 | $2,334,000 | -7.2% | 21,234 | -7.1% | 0.02% | -13.6% |
| Q3 2022 | $2,514,000 | -8.4% | 22,853 | -8.3% | 0.02% | 0.0% |
| Q2 2022 | $2,745,000 | -3.9% | 24,931 | -3.7% | 0.02% | +10.0% |
| Q1 2022 | $2,856,000 | -7.8% | 25,901 | -7.7% | 0.02% | 0.0% |
| Q4 2021 | $3,098,000 | -2.1% | 28,056 | -2.1% | 0.02% | -9.1% |
| Q3 2021 | $3,166,000 | +37.7% | 28,662 | +37.7% | 0.02% | +22.2% |
| Q2 2021 | $2,300,000 | +6.9% | 20,815 | +6.9% | 0.02% | -10.0% |
| Q1 2021 | $2,151,000 | +31.2% | 19,468 | +31.2% | 0.02% | +25.0% |
| Q4 2020 | $1,639,000 | +23.6% | 14,833 | +23.9% | 0.02% | +6.7% |
| Q3 2020 | $1,326,000 | -9.4% | 11,975 | -9.4% | 0.02% | -16.7% |
| Q2 2020 | $1,464,000 | +448.3% | 13,220 | +448.5% | 0.02% | +500.0% |
| Q3 2019 | $267,000 | 0.0% | 2,410 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $267,000 | – | 2,410 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hansen & Associates Financial Group, Inc. | 499,185 | $55,000,215 | 28.78% |
| LaSalle St. Investment Advisors, LLC | 382,134 | $420,844 | 28.21% |
| Client First Capital LLC | 315,514 | $34,747,518 | 25.25% |
| Whalen Wealth Management Inc. | 205,773 | $22,661,784 | 20.41% |
| Titan Manages, LLC | 130,795 | $14,404,453 | 20.06% |
| Mader & Shannon Wealth Management, Inc. | 305,597 | $33,655,398 | 19.14% |
| Able Wealth Management LLC | 176,323 | $19,418,447 | 17.63% |
| Allred Capital Management, LLC | 353,617 | $38,943,872 | 16.93% |
| Divergent Wealth Advisors | 648,869 | $71,459,939 | 14.95% |
| Gateway Advisory, LLC | 611,709 | $67,367,473 | 12.93% |