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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $547,364 | -58.3% | 4,979 | -58.3% | 0.01% | -63.0% |
| Q3 2022 | $1,314,000 | +386.7% | 11,945 | +387.6% | 0.03% | +575.0% |
| Q4 2021 | $270,000 | -0.4% | 2,450 | -0.1% | 0.00% | -20.0% |
| Q3 2021 | $271,000 | +7.1% | 2,452 | +7.2% | 0.01% | 0.0% |
| Q1 2021 | $253,000 | -61.0% | 2,287 | -61.0% | 0.01% | -58.3% |
| Q4 2020 | $648,000 | -4.7% | 5,860 | -4.5% | 0.01% | -20.0% |
| Q3 2020 | $680,000 | +56.7% | 6,136 | +56.5% | 0.02% | +50.0% |
| Q2 2020 | $434,000 | -12.0% | 3,920 | -11.8% | 0.01% | -28.6% |
| Q1 2020 | $493,000 | +101.2% | 4,444 | +100.9% | 0.01% | +133.3% |
| Q2 2019 | $245,000 | – | 2,212 | – | 0.01% | – |
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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% |