ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $792 | +11.2% | 7,168 | +11.3% | 0.06% | +14.6% |
| Q2 2023 | $712 | -2.1% | 6,443 | -2.1% | 0.05% | -7.7% |
| Q1 2023 | $727 | +0.6% | 6,578 | 0.0% | 0.05% | -3.7% |
| Q4 2022 | $723 | -99.8% | 6,578 | +85.3% | 0.05% | +107.7% |
| Q4 2021 | $392,000 | -4.9% | 3,549 | -4.8% | 0.03% | -16.1% |
| Q3 2021 | $412,000 | -12.9% | 3,729 | -12.9% | 0.03% | -20.5% |
| Q2 2021 | $473,000 | 0.0% | 4,281 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $473,000 | -6.0% | 4,281 | -6.0% | 0.04% | -9.3% |
| Q4 2020 | $503,000 | -1.4% | 4,554 | -1.1% | 0.04% | -2.3% |
| Q3 2020 | $510,000 | +8.3% | 4,604 | +8.4% | 0.04% | -4.3% |
| Q2 2020 | $471,000 | – | 4,249 | – | 0.05% | – |
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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% |