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 | $1,098 | +87.7% | 9,940 | +87.5% | 0.17% | +91.0% |
| Q2 2023 | $585 | -99.8% | 5,300 | +86.9% | 0.09% | +74.5% |
| Q1 2023 | $313,267 | -13.2% | 2,835 | -13.7% | 0.05% | -20.3% |
| Q4 2022 | $361,087 | -28.5% | 3,285 | -28.1% | 0.06% | -40.2% |
| Q1 2021 | $505,000 | -78.5% | 4,567 | -78.5% | 0.11% | -80.4% |
| Q4 2020 | $2,345,000 | -46.8% | 21,214 | -46.8% | 0.55% | -55.0% |
| Q3 2020 | $4,412,000 | -71.4% | 39,851 | -71.4% | 1.21% | -72.2% |
| Q2 2020 | $15,413,000 | +4.4% | 139,178 | +4.7% | 4.36% | -10.6% |
| Q1 2020 | $14,761,000 | +653.5% | 132,958 | +649.6% | 4.88% | +888.3% |
| Q4 2019 | $1,959,000 | – | 17,738 | – | 0.49% | – |
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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% |