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 | $42,816,736 | +172.3% | 387,587 | +172.3% | 1.46% | +175.0% |
| Q2 2023 | $15,722,999 | +76.1% | 142,354 | +76.2% | 0.53% | +73.0% |
| Q1 2023 | $8,928,511 | -79.2% | 80,801 | -79.3% | 0.31% | -79.8% |
| Q4 2022 | $42,864,073 | +142.1% | 389,957 | +142.3% | 1.52% | +115.6% |
| Q3 2022 | $17,705,000 | +10.4% | 160,950 | +10.5% | 0.70% | +21.8% |
| Q2 2022 | $16,030,000 | +5.5% | 145,599 | +5.6% | 0.58% | +26.7% |
| Q1 2022 | $15,195,000 | +45.0% | 137,821 | +45.2% | 0.46% | +238.5% |
| Q4 2021 | $10,482,000 | +99.9% | 94,932 | +100.0% | 0.14% | +13.4% |
| Q3 2021 | $5,244,000 | +80.4% | 47,466 | +81.3% | 0.12% | +22.7% |
| Q2 2020 | $2,907,000 | 0.0% | 26,181 | 0.0% | 0.10% | 0.0% |
| Q1 2020 | $2,907,000 | -81.9% | 26,181 | -82.0% | 0.10% | -77.3% |
| Q4 2019 | $16,047,000 | +38.0% | 145,276 | +38.2% | 0.43% | +223.5% |
| Q3 2019 | $11,628,000 | -63.3% | 105,120 | -63.3% | 0.13% | -43.1% |
| Q2 2019 | $31,701,000 | +566.0% | 286,515 | +565.6% | 0.23% | +112.8% |
| Q1 2019 | $4,760,000 | -80.4% | 43,049 | -80.4% | 0.11% | -74.4% |
| Q4 2018 | $24,240,000 | – | 219,770 | – | 0.43% | – |
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% |