ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 615 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,440,781 | -31.4% | 103,565 | -31.4% | 2.22% | -28.2% |
| Q2 2023 | $16,668,349 | +10653.8% | 150,913 | +10618.3% | 3.09% | +3376.4% |
| Q2 2022 | $155,000 | -83.0% | 1,408 | -82.9% | 0.09% | -80.8% |
| Q1 2022 | $910,000 | +719.8% | 8,252 | +725.2% | 0.46% | +866.7% |
| Q1 2021 | $111,000 | -6.7% | 1,000 | -7.4% | 0.05% | -14.3% |
| Q4 2020 | $119,000 | -0.8% | 1,080 | 0.0% | 0.06% | -20.0% |
| Q3 2020 | $120,000 | 0.0% | 1,080 | 0.0% | 0.07% | -7.9% |
| Q2 2020 | $120,000 | -85.3% | 1,080 | -85.4% | 0.08% | -87.2% |
| Q1 2020 | $819,000 | +34.5% | 7,375 | +33.7% | 0.59% | +103.4% |
| Q4 2019 | $609,000 | +43.3% | 5,515 | +43.6% | 0.29% | +23.7% |
| Q3 2019 | $425,000 | +32.4% | 3,840 | +32.4% | 0.24% | +26.2% |
| Q2 2019 | $321,000 | – | 2,900 | – | 0.19% | – |
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% |