ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $71,806 | +30.0% | 650 | +30.0% | 0.01% | +33.3% |
| Q2 2023 | $55,225 | -0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $55,250 | +0.5% | 500 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $54,960 | -97.8% | 500 | -97.8% | 0.01% | -98.1% |
| Q1 2017 | $2,500,000 | +0.0% | 22,660 | 0.0% | 0.36% | -3.4% |
| Q4 2016 | $2,499,000 | -0.1% | 22,660 | 0.0% | 0.38% | +3.9% |
| Q3 2016 | $2,502,000 | -0.0% | 22,660 | 0.0% | 0.36% | -6.0% |
| Q2 2016 | $2,503,000 | +0.1% | 22,660 | 0.0% | 0.39% | -9.0% |
| Q1 2016 | $2,501,000 | +0.1% | 22,660 | 0.0% | 0.42% | -4.1% |
| Q4 2015 | $2,498,000 | -0.1% | 22,660 | 0.0% | 0.44% | +2.1% |
| Q3 2015 | $2,500,000 | – | 22,660 | – | 0.43% | – |
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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% |