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 | $284,129 | -95.3% | 2,572 | -95.3% | 0.01% | -94.5% |
| Q2 2023 | $5,984,607 | -11.6% | 54,184 | -11.6% | 0.16% | -8.4% |
| Q1 2023 | $6,772,845 | +37.4% | 61,293 | +36.7% | 0.18% | -73.5% |
| Q4 2022 | $4,929,371 | -37.1% | 44,845 | -37.0% | 0.67% | -40.9% |
| Q3 2022 | $7,836,000 | +11.0% | 71,237 | +11.1% | 1.14% | +24.2% |
| Q2 2022 | $7,060,000 | +410.9% | 64,122 | +411.7% | 0.92% | +438.2% |
| Q1 2022 | $1,382,000 | -34.6% | 12,532 | -34.5% | 0.17% | +448.4% |
| Q4 2020 | $2,114,000 | -17.9% | 19,130 | -17.7% | 0.03% | -34.0% |
| Q3 2020 | $2,574,000 | -96.9% | 23,256 | -96.9% | 0.05% | -97.2% |
| Q2 2020 | $84,243,000 | -66.9% | 760,728 | -66.9% | 1.67% | -78.8% |
| Q1 2020 | $254,853,000 | +20772.5% | 2,295,563 | +20672.4% | 7.85% | +21118.9% |
| Q4 2019 | $1,221,000 | +128.2% | 11,051 | +128.7% | 0.04% | +68.2% |
| Q3 2019 | $535,000 | -76.7% | 4,832 | -76.7% | 0.02% | -77.6% |
| Q2 2019 | $2,298,000 | +155.3% | 20,765 | +154.3% | 0.10% | -90.8% |
| Q1 2015 | $900,000 | – | 8,164 | – | 1.07% | – |
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% |