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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,546,669 | +4.6% | 13,997 | +4.1% | 0.00% | – |
| Q4 2022 | $1,478,204 | -76.6% | 13,448 | -76.5% | 0.00% | – |
| Q3 2022 | $6,304,000 | +98.7% | 57,306 | +99.5% | 0.00% | – |
| Q3 2021 | $3,173,000 | -11.4% | 28,720 | -11.4% | 0.00% | – |
| Q2 2021 | $3,583,000 | -54.6% | 32,431 | -54.5% | 0.00% | – |
| Q1 2021 | $7,884,000 | -47.0% | 71,342 | -47.0% | 0.00% | -100.0% |
| Q4 2020 | $14,887,000 | +125.7% | 134,685 | +126.1% | 0.00% | – |
| Q3 2020 | $6,595,000 | -0.0% | 59,578 | 0.0% | 0.00% | – |
| Q2 2020 | $6,598,000 | -21.6% | 59,578 | -21.4% | 0.00% | -100.0% |
| Q1 2020 | $8,417,000 | +14.1% | 75,813 | +13.5% | 0.00% | 0.0% |
| Q4 2019 | $7,378,000 | +63.7% | 66,796 | +63.7% | 0.00% | – |
| Q2 2018 | $4,507,000 | +1229.5% | 40,807 | +1227.1% | 0.00% | – |
| Q3 2015 | $339,000 | -47.8% | 3,075 | -47.8% | 0.00% | – |
| Q2 2015 | $650,000 | – | 5,894 | – | 0.00% | – |
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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% |