ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,039 | +5.4% | 118,034 | +5.4% | 4.78% | +7.7% |
| Q2 2023 | $12,368 | +6.7% | 111,975 | +6.8% | 4.44% | -1.2% |
| Q1 2023 | $11,589 | +2.7% | 104,876 | +2.2% | 4.50% | -6.6% |
| Q4 2022 | $11,284 | -99.9% | 102,657 | -2.2% | 4.81% | -2.9% |
| Q3 2022 | $11,546,000 | -0.7% | 104,960 | -0.6% | 4.96% | +4.5% |
| Q2 2022 | $11,625,000 | +19.5% | 105,584 | +19.7% | 4.74% | +40.3% |
| Q1 2022 | $9,727,000 | -3.3% | 88,224 | -3.2% | 3.38% | +1.7% |
| Q4 2021 | $10,063,000 | -0.8% | 91,137 | -0.7% | 3.33% | -5.9% |
| Q3 2021 | $10,140,000 | +0.5% | 91,790 | +0.5% | 3.54% | -2.6% |
| Q2 2021 | $10,091,000 | +5.6% | 91,325 | +5.6% | 3.63% | -5.2% |
| Q1 2021 | $9,553,000 | -7.8% | 86,443 | -7.8% | 3.83% | -11.1% |
| Q4 2020 | $10,366,000 | +9.5% | 93,783 | +9.7% | 4.31% | +7.5% |
| Q3 2020 | $9,465,000 | +20.8% | 85,497 | +20.9% | 4.01% | +7.6% |
| Q2 2020 | $7,833,000 | +26.6% | 70,736 | +27.0% | 3.72% | +21.1% |
| Q1 2020 | $6,185,000 | +36.0% | 55,710 | +35.3% | 3.08% | +42.5% |
| Q4 2019 | $4,549,000 | – | 41,179 | – | 2.16% | – |
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% |