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 | $1,539,143 | -70.8% | 13,933 | -70.8% | 1.00% | -71.0% |
| Q2 2023 | $5,267,760 | -70.2% | 47,694 | -70.2% | 3.45% | -74.1% |
| Q1 2023 | $17,679,373 | -12.9% | 159,994 | -13.4% | 13.32% | -12.5% |
| Q4 2022 | $20,299,476 | +6555.6% | 184,675 | +6567.0% | 15.23% | +5477.7% |
| Q3 2022 | $305,000 | -11.6% | 2,770 | -11.6% | 0.27% | +6.6% |
| Q2 2022 | $345,000 | -12.4% | 3,134 | -12.4% | 0.26% | 0.0% |
| Q1 2022 | $394,000 | 0.0% | 3,577 | +0.1% | 0.26% | -1.2% |
| Q4 2021 | $394,000 | -4.4% | 3,572 | -4.2% | 0.26% | -11.9% |
| Q3 2021 | $412,000 | +2.7% | 3,728 | +2.6% | 0.29% | +6.1% |
| Q2 2021 | $401,000 | +1.3% | 3,632 | +1.3% | 0.28% | -13.4% |
| Q1 2021 | $396,000 | +10.0% | 3,587 | +10.1% | 0.32% | +0.6% |
| Q4 2020 | $360,000 | -6.7% | 3,259 | -6.4% | 0.32% | +5.0% |
| Q3 2020 | $386,000 | 0.0% | 3,483 | +0.2% | 0.30% | -24.6% |
| Q2 2020 | $386,000 | 0.0% | 3,475 | 0.0% | 0.40% | +1.0% |
| Q1 2020 | $386,000 | -99.2% | 3,475 | -99.2% | 0.40% | -91.5% |
| Q4 2019 | $47,418,000 | -1.8% | 429,276 | -1.6% | 4.67% | -10.8% |
| Q3 2019 | $48,290,000 | +15427.3% | 436,420 | +15408.9% | 5.24% | +13689.5% |
| Q2 2019 | $311,000 | 0.0% | 2,814 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $311,000 | +16.5% | 2,814 | +16.1% | 0.04% | -9.5% |
| Q4 2018 | $267,000 | +154.3% | 2,423 | +155.9% | 0.04% | -77.7% |
| Q2 2016 | $105,000 | +250.0% | 947 | +244.4% | 0.19% | +235.7% |
| Q4 2015 | $30,000 | 0.0% | 275 | +0.4% | 0.06% | +43.6% |
| Q3 2015 | $30,000 | – | 274 | – | 0.04% | – |
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% |