ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $434,810 | +103.3% | 3,936 | +103.3% | 0.00% | – |
| Q2 2023 | $213,831 | -48.7% | 1,936 | -48.7% | 0.00% | – |
| Q1 2023 | $416,807 | +31.7% | 3,772 | +31.0% | 0.00% | – |
| Q4 2022 | $316,569 | -46.3% | 2,880 | -46.3% | 0.00% | – |
| Q3 2022 | $589,000 | +153.9% | 5,359 | +155.2% | 0.00% | – |
| Q1 2022 | $232,000 | -7.6% | 2,100 | -7.5% | 0.00% | – |
| Q2 2021 | $251,000 | +14.6% | 2,270 | +14.4% | 0.00% | – |
| Q1 2021 | $219,000 | -0.9% | 1,985 | -0.8% | 0.00% | – |
| Q3 2020 | $221,000 | -70.3% | 2,000 | -70.3% | 0.00% | – |
| Q1 2019 | $744,000 | -28.0% | 6,729 | -28.2% | 0.00% | – |
| Q4 2018 | $1,034,000 | -49.6% | 9,376 | -49.6% | 0.00% | -100.0% |
| Q1 2018 | $2,053,000 | +228.5% | 18,600 | +228.2% | 0.00% | – |
| Q4 2017 | $625,000 | -28.6% | 5,668 | -28.5% | 0.00% | – |
| Q1 2017 | $875,000 | +116.0% | 7,930 | +115.8% | 0.00% | – |
| Q4 2016 | $405,000 | – | 3,675 | +122400.0% | 0.00% | – |
| Q1 2015 | $0 | -100.0% | 3 | -100.0% | 0.00% | – |
| Q4 2013 | $854,000 | +4.0% | 7,750 | +4.0% | 0.00% | – |
| Q3 2013 | $821,000 | 0.0% | 7,450 | 0.0% | 0.00% | – |
| Q2 2013 | $821,000 | – | 7,450 | – | 0.00% | – |
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% |