Horizon Kinetics - ISHARES TR ownership

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
Horizon Kinetics ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$748,000
-0.9%
6,780
-0.8%
0.02%0.0%
Q1 2017$755,000
-3.1%
6,838
-3.2%
0.02%
-4.0%
Q4 2016$779,000
-7.3%
7,063
-7.1%
0.02%
+4.2%
Q3 2016$840,000
-4.4%
7,604
-4.5%
0.02%
+9.1%
Q2 2016$879,000
+0.1%
7,9590.0%0.02%0.0%
Q1 2016$878,000
-1.8%
7,959
-1.9%
0.02%
+15.8%
Q4 2015$894,000
-13.5%
8,115
-13.4%
0.02%0.0%
Q3 2015$1,034,000
-5.9%
9,373
-5.9%
0.02%
+18.8%
Q2 2015$1,099,000
+36.0%
9,964
+36.0%
0.02%
+45.5%
Q1 2015$808,0007,3280.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders