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 | $946,949 | -43.3% | 8,572 | -43.3% | 0.12% | -40.2% |
| Q2 2023 | $1,668,679 | -38.3% | 15,108 | -38.3% | 0.20% | -39.5% |
| Q1 2023 | $2,705,261 | -15.2% | 24,482 | -15.7% | 0.34% | -10.1% |
| Q4 2022 | $3,191,637 | -11.1% | 29,036 | -11.1% | 0.38% | -20.9% |
| Q3 2022 | $3,592,000 | -19.1% | 32,650 | -19.0% | 0.47% | -11.4% |
| Q2 2022 | $4,439,000 | -0.2% | 40,315 | -0.1% | 0.54% | +17.6% |
| Q1 2022 | $4,448,000 | +744.0% | 40,348 | +744.8% | 0.46% | +429.1% |
| Q3 2018 | $527,000 | – | 4,776 | – | 0.09% | – |
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% |