ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403,105 | +88106.8% | 3,649 | -11.8% | 0.01% | -7.7% |
| Q2 2023 | $457 | +36.0% | 4,138 | +36.0% | 0.01% | +18.2% |
| Q1 2023 | $336 | -99.9% | 3,042 | -48.3% | 0.01% | -42.1% |
| Q4 2021 | $650,000 | +153.9% | 5,883 | +153.8% | 0.02% | +111.1% |
| Q2 2021 | $256,000 | +1.6% | 2,318 | +1.5% | 0.01% | 0.0% |
| Q1 2021 | $252,000 | +4.6% | 2,283 | +4.8% | 0.01% | 0.0% |
| Q4 2020 | $241,000 | -34.5% | 2,178 | -34.7% | 0.01% | -50.0% |
| Q4 2019 | $368,000 | -16.4% | 3,334 | -16.2% | 0.02% | -21.7% |
| Q3 2019 | $440,000 | +12.8% | 3,979 | +13.0% | 0.02% | +9.5% |
| Q2 2019 | $390,000 | -9.9% | 3,522 | -10.1% | 0.02% | -16.0% |
| Q1 2019 | $433,000 | -20.8% | 3,918 | -21.0% | 0.02% | -28.6% |
| Q4 2018 | $547,000 | -10.3% | 4,962 | -10.1% | 0.04% | +2.9% |
| Q3 2018 | $610,000 | -13.1% | 5,522 | -13.1% | 0.03% | -20.9% |
| Q2 2018 | $702,000 | -11.5% | 6,353 | -11.5% | 0.04% | -21.8% |
| Q1 2018 | $793,000 | – | 7,181 | – | 0.06% | – |
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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% |