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 | $263,471 | +17.7% | 2,385 | +17.7% | 0.01% | +16.7% |
Q2 2023 | $223,772 | +6.8% | 2,026 | +6.9% | 0.01% | 0.0% |
Q1 2023 | $209,508 | -27.5% | 1,896 | -27.9% | 0.01% | -25.0% |
Q4 2022 | $289,090 | +4.0% | 2,630 | +4.0% | 0.01% | -20.0% |
Q3 2022 | $278,000 | 0.0% | 2,528 | 0.0% | 0.01% | +11.1% |
Q2 2022 | $278,000 | -1.1% | 2,528 | -0.7% | 0.01% | +12.5% |
Q1 2022 | $281,000 | -1.1% | 2,545 | -1.0% | 0.01% | -11.1% |
Q4 2021 | $284,000 | +1.1% | 2,571 | +1.0% | 0.01% | -10.0% |
Q3 2021 | $281,000 | 0.0% | 2,546 | +0.0% | 0.01% | -9.1% |
Q2 2021 | $281,000 | 0.0% | 2,545 | 0.0% | 0.01% | -8.3% |
Q1 2021 | $281,000 | +0.7% | 2,545 | +0.7% | 0.01% | -7.7% |
Q4 2020 | $279,000 | -18.9% | 2,528 | -18.6% | 0.01% | -27.8% |
Q3 2020 | $344,000 | -66.9% | 3,104 | -66.9% | 0.02% | -71.4% |
Q2 2020 | $1,039,000 | -15.4% | 9,378 | -15.2% | 0.06% | -40.6% |
Q1 2020 | $1,228,000 | +128.7% | 11,060 | +127.5% | 0.11% | +165.0% |
Q4 2019 | $537,000 | -3.9% | 4,862 | -3.8% | 0.04% | -13.0% |
Q3 2019 | $559,000 | -31.2% | 5,054 | -31.2% | 0.05% | -34.3% |
Q2 2019 | $813,000 | +104.3% | 7,343 | +104.2% | 0.07% | +105.9% |
Q1 2019 | $398,000 | -19.6% | 3,596 | -19.9% | 0.03% | -26.1% |
Q4 2018 | $495,000 | +29.6% | 4,488 | +29.9% | 0.05% | +17.9% |
Q3 2018 | $382,000 | +10.7% | 3,456 | +10.5% | 0.04% | +2.6% |
Q2 2018 | $345,000 | – | 3,128 | – | 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% |