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 | $190,008 | -92.6% | 1,720 | -92.6% | 0.01% | -91.9% |
| Q2 2023 | $2,584,088 | +10.1% | 23,396 | +10.2% | 0.06% | -1.6% |
| Q1 2023 | $2,346,689 | +1380.5% | 21,237 | +1372.7% | 0.06% | +1160.0% |
| Q4 2022 | $158,505 | -75.8% | 1,442 | -75.8% | 0.01% | -68.8% |
| Q3 2022 | $655,000 | +230.8% | 5,951 | +232.1% | 0.02% | +220.0% |
| Q2 2022 | $198,000 | -54.8% | 1,792 | -54.9% | 0.01% | -54.5% |
| Q1 2022 | $438,000 | +18.4% | 3,975 | +18.7% | 0.01% | 0.0% |
| Q4 2021 | $370,000 | -18.1% | 3,350 | -18.2% | 0.01% | -8.3% |
| Q3 2021 | $452,000 | -37.8% | 4,096 | -37.8% | 0.01% | -42.9% |
| Q2 2021 | $727,000 | +5.7% | 6,580 | +5.7% | 0.02% | -16.0% |
| Q1 2021 | $688,000 | – | 6,223 | – | 0.02% | – |
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% |