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 | $614,102 | -20.7% | 5,559 | -20.7% | 0.03% | -19.0% |
| Q2 2023 | $774,144 | +0.7% | 7,009 | +0.7% | 0.04% | -14.3% |
| Q1 2023 | $768,970 | +60.6% | 6,959 | +59.8% | 0.05% | +53.1% |
| Q4 2022 | $478,812 | -27.5% | 4,356 | -27.4% | 0.03% | -28.9% |
| Q2 2022 | $660,000 | -0.2% | 5,997 | 0.0% | 0.04% | +12.5% |
| Q1 2022 | $661,000 | -0.2% | 5,997 | 0.0% | 0.04% | +2.6% |
| Q4 2021 | $662,000 | 0.0% | 5,997 | 0.0% | 0.04% | -9.3% |
| Q3 2021 | $662,000 | +13.9% | 5,997 | +14.1% | 0.04% | +13.2% |
| Q2 2021 | $581,000 | 0.0% | 5,254 | 0.0% | 0.04% | -7.3% |
| Q1 2021 | $581,000 | – | 5,254 | – | 0.04% | – |
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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% |