ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 459 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,770,035 | -1.5% | 25,075 | -1.5% | 0.32% | +2.8% |
| Q2 2023 | $2,810,953 | -2.0% | 25,450 | -1.9% | 0.32% | -10.2% |
| Q1 2023 | $2,867,475 | -10.4% | 25,950 | -10.9% | 0.35% | -16.6% |
| Q4 2022 | $3,201,420 | +1.7% | 29,125 | +1.7% | 0.42% | -7.5% |
| Q3 2022 | $3,149,000 | -16.1% | 28,625 | -16.0% | 0.46% | -10.8% |
| Q2 2022 | $3,752,000 | +15.4% | 34,075 | +15.5% | 0.51% | +40.0% |
| Q1 2022 | $3,252,000 | -1.4% | 29,500 | -1.2% | 0.36% | +13.0% |
| Q4 2021 | $3,298,000 | -4.7% | 29,870 | -4.6% | 0.32% | -14.6% |
| Q3 2021 | $3,459,000 | +4.5% | 31,315 | +4.5% | 0.38% | +8.0% |
| Q2 2021 | $3,310,000 | -50.2% | 29,960 | -50.2% | 0.35% | -55.0% |
| Q1 2021 | $6,643,000 | +99.1% | 60,110 | +99.1% | 0.78% | +77.0% |
| Q4 2020 | $3,336,000 | +2.9% | 30,185 | +3.1% | 0.44% | -3.3% |
| Q3 2020 | $3,242,000 | +45.3% | 29,285 | +45.3% | 0.45% | +32.0% |
| Q2 2020 | $2,232,000 | – | 20,155 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PEAVINE CAPITAL, LLC | 1,887,881 | $208,139,000 | 40.60% |
| Cornerstone Retirement Group, Inc. | 1,827,938 | $201,465,000 | 37.83% |
| Divergent Wealth Advisors | 697,638 | $76,915,000 | 15.95% |
| Titan Capital Management, LLC /TX | 143,194 | $15,787,000 | 15.87% |
| Milliman Financial Risk Management LLC | 9,597,047 | $1,058,074,000 | 13.75% |
| AGILIS PARTNERS LLC | 175,749 | $19,376,000 | 9.69% |
| Reliant Wealth Planning | 159,554 | $17,591,000 | 8.70% |
| Estate Counselors, LLC | 579,530 | $63,893,000 | 8.31% |
| AFFINIA FINANCIAL GROUP, LLC | 93,744 | $10,332,000 | 7.91% |
| QUATTRO FINANCIAL ADVISORS LLC | 190,873 | $21,044,000 | 7.09% |