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 | $5,272,954 | -6.4% | 47,732 | -6.4% | 3.50% | -3.8% |
| Q2 2023 | $5,635,269 | +21.6% | 51,021 | +21.6% | 3.64% | +11.5% |
| Q1 2023 | $4,635,475 | +94.2% | 41,950 | +93.2% | 3.27% | +69.5% |
| Q4 2022 | $2,386,913 | +1975.6% | 21,715 | +1976.0% | 1.93% | +1520.2% |
| Q3 2022 | $115,000 | +259.4% | 1,046 | +255.8% | 0.12% | +296.7% |
| Q2 2022 | $32,000 | -27.3% | 294 | -26.3% | 0.03% | -18.9% |
| Q1 2022 | $44,000 | 0.0% | 399 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $44,000 | – | 399 | – | 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% |