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 | $2,045,573 | +8.6% | 18,517 | +8.6% | 0.40% | +8.3% |
| Q2 2023 | $1,883,504 | -2.7% | 17,053 | -2.7% | 0.37% | -9.5% |
| Q1 2023 | $1,935,960 | +14.6% | 17,520 | +14.0% | 0.41% | +11.4% |
| Q4 2022 | $1,689,800 | -1.6% | 15,373 | -1.5% | 0.37% | -5.6% |
| Q3 2022 | $1,717,000 | +4.5% | 15,606 | +4.6% | 0.39% | +5.4% |
| Q2 2022 | $1,643,000 | +12.1% | 14,921 | +12.2% | 0.37% | +29.6% |
| Q1 2022 | $1,466,000 | -64.0% | 13,300 | -63.8% | 0.29% | -82.8% |
| Q2 2020 | $4,071,000 | -19.0% | 36,761 | -19.2% | 1.67% | -17.0% |
| Q4 2019 | $5,023,000 | -25.9% | 45,469 | -25.8% | 2.01% | -32.6% |
| Q3 2019 | $6,783,000 | +197.5% | 61,320 | +196.4% | 2.98% | +142.6% |
| Q4 2017 | $2,280,000 | -30.4% | 20,685 | -30.3% | 1.23% | -36.7% |
| Q3 2017 | $3,274,000 | +23.7% | 29,660 | +23.7% | 1.94% | +23.1% |
| Q2 2017 | $2,646,000 | +36.5% | 23,984 | +36.6% | 1.58% | +21.2% |
| Q1 2017 | $1,938,000 | – | 17,560 | – | 1.30% | – |
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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% |