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 | $4,925,638 | -2.8% | 44,588 | -2.8% | 0.12% | +0.9% |
| Q2 2023 | $5,067,226 | +3680.5% | 45,878 | +3682.2% | 0.11% | +3700.0% |
| Q1 2023 | $134,037 | +0.5% | 1,213 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $133,333 | +0.3% | 1,213 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $133,000 | -0.7% | 1,213 | 0.0% | 0.00% | +33.3% |
| Q2 2022 | $134,000 | -90.2% | 1,213 | -90.2% | 0.00% | -92.1% |
| Q4 2020 | $1,372,000 | -0.1% | 12,413 | 0.0% | 0.04% | -9.5% |
| Q3 2020 | $1,374,000 | -0.1% | 12,413 | 0.0% | 0.04% | -8.7% |
| Q2 2020 | $1,375,000 | -0.2% | 12,413 | 0.0% | 0.05% | -14.8% |
| Q1 2020 | $1,378,000 | +0.5% | 12,413 | 0.0% | 0.05% | +22.7% |
| Q4 2019 | $1,371,000 | -0.1% | 12,413 | 0.0% | 0.04% | -8.3% |
| Q3 2019 | $1,373,000 | 0.0% | 12,413 | 0.0% | 0.05% | -2.0% |
| Q2 2019 | $1,373,000 | 0.0% | 12,413 | 0.0% | 0.05% | -5.8% |
| Q1 2019 | $1,373,000 | – | 12,413 | – | 0.05% | – |
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% |