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 | $101,191 | +0.0% | 916 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $101,172 | +65.6% | 916 | +65.6% | 0.00% | +50.0% |
| Q1 2023 | $61,106 | +555409.1% | 553 | +453.0% | 0.00% | – |
| Q4 2022 | $11 | -99.9% | 100 | 0.0% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $11,000 | +37.5% | 100 | +33.3% | 0.00% | – |
| Q4 2021 | $8,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | -99.6% | 75 | -99.6% | 0.00% | -100.0% |
| Q1 2020 | $2,220,000 | +11.6% | 20,000 | +11.1% | 0.10% | +39.2% |
| Q4 2019 | $1,989,000 | +99.7% | 18,000 | +100.0% | 0.07% | +72.1% |
| Q3 2019 | $996,000 | +50.0% | 9,000 | +50.0% | 0.04% | +43.3% |
| Q2 2019 | $664,000 | +100.0% | 6,000 | +100.0% | 0.03% | +100.0% |
| Q1 2019 | $332,000 | +0.3% | 3,000 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $331,000 | – | 3,000 | – | 0.02% | – |
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% |