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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,012,109 | -62.5% | 54,423 | -62.5% | 0.75% | -60.8% |
| Q2 2023 | $16,014,146 | -7.6% | 144,990 | -7.6% | 1.91% | -8.1% |
| Q1 2023 | $17,338,924 | +1765.9% | 156,913 | +1756.1% | 2.08% | +1461.7% |
| Q4 2022 | $929,264 | +77.7% | 8,454 | +77.8% | 0.13% | +70.5% |
| Q3 2022 | $523,000 | +3635.7% | 4,755 | +3797.5% | 0.08% | +3800.0% |
| Q3 2020 | $14,000 | -51.7% | 122 | -53.4% | 0.00% | -60.0% |
| Q2 2020 | $29,000 | 0.0% | 262 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $29,000 | 0.0% | 262 | 0.0% | 0.01% | +50.0% |
| Q4 2019 | $29,000 | -43.1% | 262 | -43.2% | 0.00% | -42.9% |
| Q3 2019 | $51,000 | -8.9% | 461 | -8.9% | 0.01% | -12.5% |
| Q2 2019 | $56,000 | 0.0% | 506 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $56,000 | +107.4% | 506 | +107.4% | 0.01% | +80.0% |
| Q4 2018 | $27,000 | 0.0% | 244 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $27,000 | 0.0% | 244 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $27,000 | – | 244 | – | 0.00% | – |
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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% |