ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 150 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $492,033 | -10.7% | 4,454 | -10.7% | 0.05% | -8.8% |
| Q2 2023 | $550,925 | -0.0% | 4,988 | 0.0% | 0.06% | -3.4% |
| Q1 2023 | $551,174 | -9.5% | 4,988 | -9.9% | 0.06% | -14.5% |
| Q4 2022 | $608,847 | -14.1% | 5,539 | -14.1% | 0.07% | -22.5% |
| Q3 2022 | $709,000 | +4.7% | 6,448 | +4.9% | 0.09% | +6.0% |
| Q2 2022 | $677,000 | +8.7% | 6,148 | +8.8% | 0.08% | +16.7% |
| Q1 2022 | $623,000 | -4.0% | 5,649 | -3.8% | 0.07% | -13.3% |
| Q4 2021 | $649,000 | -3.1% | 5,875 | -3.1% | 0.08% | -15.3% |
| Q3 2021 | $670,000 | -1.6% | 6,066 | -1.6% | 0.10% | -8.4% |
| Q2 2021 | $681,000 | -4.4% | 6,167 | -4.2% | 0.11% | -11.6% |
| Q1 2021 | $712,000 | 0.0% | 6,439 | -0.0% | 0.12% | -9.0% |
| Q4 2020 | $712,000 | -0.3% | 6,442 | -0.1% | 0.13% | -13.1% |
| Q3 2020 | $714,000 | -94.2% | 6,446 | -94.2% | 0.15% | -94.9% |
| Q2 2020 | $12,405,000 | +6.7% | 112,018 | +7.0% | 2.97% | -7.2% |
| Q1 2020 | $11,626,000 | -2.1% | 104,718 | -2.6% | 3.20% | +19.1% |
| Q4 2019 | $11,872,000 | -0.2% | 107,477 | -0.1% | 2.69% | -7.6% |
| Q3 2019 | $11,900,000 | +16.4% | 107,574 | +16.4% | 2.91% | +14.9% |
| Q2 2019 | $10,223,000 | +33.2% | 92,386 | +33.1% | 2.53% | +27.0% |
| Q1 2019 | $7,674,000 | +4.8% | 69,401 | +4.5% | 1.99% | -3.3% |
| Q4 2018 | $7,323,000 | +16.5% | 66,389 | +16.6% | 2.06% | +20.2% |
| Q3 2018 | $6,286,000 | +62.7% | 56,920 | +62.7% | 1.72% | +61.2% |
| Q2 2018 | $3,863,000 | -2.4% | 34,982 | -2.5% | 1.06% | -2.8% |
| Q1 2018 | $3,959,000 | -10.6% | 35,866 | -10.8% | 1.10% | -4.0% |
| Q4 2017 | $4,430,000 | – | 40,188 | – | 1.14% | – |
Download | ||||||
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% |