ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $975,375 | -8.5% | 8,829 | -8.5% | 0.06% | -1.6% |
| Q2 2023 | $1,066,307 | -0.4% | 9,654 | -0.4% | 0.06% | -4.7% |
| Q1 2023 | $1,071,074 | -6.5% | 9,693 | -7.0% | 0.06% | -13.5% |
| Q4 2022 | $1,145,097 | -71.0% | 10,418 | -71.0% | 0.07% | -72.4% |
| Q3 2022 | $3,946,000 | -2.9% | 35,869 | -2.8% | 0.27% | +1.5% |
| Q2 2022 | $4,062,000 | +90.4% | 36,895 | +90.7% | 0.26% | +111.2% |
| Q1 2022 | $2,133,000 | +79.8% | 19,351 | +80.2% | 0.12% | +78.6% |
| Q4 2021 | $1,186,000 | -2.3% | 10,741 | -2.2% | 0.07% | -13.6% |
| Q3 2021 | $1,214,000 | -12.2% | 10,988 | -12.2% | 0.08% | -20.6% |
| Q2 2021 | $1,382,000 | -9.1% | 12,511 | -9.1% | 0.10% | -26.6% |
| Q1 2021 | $1,520,000 | +252.7% | 13,756 | +253.1% | 0.14% | +195.7% |
| Q4 2020 | $431,000 | 0.0% | 3,896 | 0.0% | 0.05% | -13.0% |
| Q3 2020 | $431,000 | – | 3,896 | – | 0.05% | – |
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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% |