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 | $550,899 | +0.1% | 4,987 | +0.1% | 0.00% | 0.0% |
| Q2 2023 | $550,440 | -21.7% | 4,983 | -21.7% | 0.00% | -60.0% |
| Q2 2021 | $703,000 | -0.4% | 6,360 | -0.4% | 0.01% | -16.7% |
| Q1 2021 | $706,000 | -2.8% | 6,388 | -2.8% | 0.01% | -20.0% |
| Q4 2020 | $726,000 | +3.9% | 6,573 | +4.2% | 0.02% | -16.7% |
| Q3 2020 | $699,000 | 0.0% | 6,311 | +0.0% | 0.02% | -14.3% |
| Q2 2020 | $699,000 | 0.0% | 6,310 | +0.2% | 0.02% | -30.0% |
| Q1 2020 | $699,000 | -4.1% | 6,297 | -4.6% | 0.03% | +3.4% |
| Q4 2019 | $729,000 | +35.0% | 6,602 | +34.8% | 0.03% | -45.3% |
| Q4 2018 | $540,000 | +25.3% | 4,896 | +25.3% | 0.05% | +26.2% |
| Q3 2018 | $431,000 | +5.1% | 3,907 | +5.2% | 0.04% | -10.6% |
| Q2 2018 | $410,000 | +0.2% | 3,713 | 0.0% | 0.05% | -16.1% |
| Q1 2018 | $409,000 | +10.8% | 3,713 | +10.8% | 0.06% | +7.7% |
| Q4 2017 | $369,000 | +3.1% | 3,350 | +3.2% | 0.05% | -8.8% |
| Q3 2017 | $358,000 | 0.0% | 3,245 | 0.0% | 0.06% | -23.0% |
| Q2 2017 | $358,000 | +3.8% | 3,245 | +3.7% | 0.07% | -22.1% |
| Q1 2017 | $345,000 | – | 3,128 | – | 0.10% | – |
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% |