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 | $2,885,750 | -93.3% | 26,123 | -93.3% | 0.36% | -93.5% |
| Q2 2023 | $43,160,616 | -1.9% | 390,770 | -1.8% | 5.51% | -5.4% |
| Q1 2023 | $43,979,180 | +95.4% | 398,001 | +94.4% | 5.82% | +87.0% |
| Q4 2022 | $22,501,634 | +7.1% | 204,709 | +7.2% | 3.11% | -6.0% |
| Q3 2022 | $21,004,000 | +1019.6% | 190,947 | +1020.6% | 3.31% | +1066.9% |
| Q2 2022 | $1,876,000 | -1.3% | 17,040 | -1.2% | 0.28% | +12.3% |
| Q1 2022 | $1,901,000 | -40.2% | 17,246 | -40.1% | 0.25% | -37.2% |
| Q4 2021 | $3,178,000 | -12.3% | 28,785 | -12.3% | 0.40% | -18.8% |
| Q3 2021 | $3,624,000 | -9.7% | 32,807 | -9.6% | 0.50% | -9.3% |
| Q2 2021 | $4,012,000 | -87.4% | 36,311 | -87.4% | 0.55% | -88.4% |
| Q4 2020 | $31,894,000 | -4.3% | 288,558 | -4.2% | 4.72% | -16.0% |
| Q3 2020 | $33,339,000 | +55.4% | 301,165 | +55.5% | 5.62% | +47.2% |
| Q2 2020 | $21,453,000 | -8.7% | 193,725 | -8.5% | 3.82% | -29.5% |
| Q1 2020 | $23,510,000 | – | 211,760 | – | 5.42% | – |
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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% |