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 | $24,413,524 | +6.7% | 220,997 | +6.7% | 0.27% | +4.2% |
Q2 2023 | $22,875,960 | +8.6% | 207,116 | +8.7% | 0.26% | +1.6% |
Q1 2023 | $21,055,912 | +5.3% | 190,551 | +4.8% | 0.26% | -3.4% |
Q4 2022 | $19,987,340 | +606.5% | 181,835 | +607.0% | 0.27% | +520.9% |
Q3 2022 | $2,829,000 | +71.5% | 25,720 | +71.7% | 0.04% | +72.0% |
Q2 2022 | $1,650,000 | +281.9% | 14,983 | +282.2% | 0.02% | +316.7% |
Q1 2022 | $432,000 | -15.3% | 3,920 | -15.2% | 0.01% | -25.0% |
Q4 2021 | $510,000 | +22.6% | 4,622 | +22.9% | 0.01% | +14.3% |
Q3 2021 | $416,000 | -25.7% | 3,760 | -25.8% | 0.01% | -30.0% |
Q2 2021 | $560,000 | -8.5% | 5,069 | -8.8% | 0.01% | -23.1% |
Q1 2021 | $612,000 | +31.3% | 5,559 | +31.6% | 0.01% | +18.2% |
Q4 2020 | $466,000 | -81.0% | 4,224 | -80.9% | 0.01% | -71.8% |
Q3 2020 | $2,448,000 | +556.3% | 22,156 | +555.1% | 0.04% | +254.5% |
Q2 2020 | $373,000 | -1.1% | 3,382 | -0.6% | 0.01% | 0.0% |
Q1 2020 | $377,000 | +36.1% | 3,404 | +35.0% | 0.01% | +83.3% |
Q4 2019 | $277,000 | – | 2,522 | – | 0.01% | – |
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% |