ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,378,470 | +9.5% | 148,262 | +9.1% | 5.12% | +11.6% |
| Q2 2023 | $14,964,303 | +45.2% | 135,916 | +45.7% | 4.59% | +52.1% |
| Q1 2023 | $10,304,722 | +945.7% | 93,298 | +940.7% | 3.02% | +863.3% |
| Q4 2022 | $985,433 | +90.6% | 8,965 | +90.7% | 0.31% | +74.9% |
| Q3 2022 | $517,000 | 0.0% | 4,700 | 0.0% | 0.18% | +1.1% |
| Q2 2022 | $517,000 | -0.2% | 4,700 | 0.0% | 0.18% | +7.3% |
| Q1 2022 | $518,000 | -0.2% | 4,700 | 0.0% | 0.16% | -8.3% |
| Q4 2021 | $519,000 | +46.6% | 4,700 | +46.9% | 0.18% | +31.4% |
| Q3 2021 | $354,000 | 0.0% | 3,200 | 0.0% | 0.14% | -9.3% |
| Q2 2021 | $354,000 | 0.0% | 3,200 | 0.0% | 0.15% | -0.7% |
| Q1 2021 | $354,000 | – | 3,200 | – | 0.15% | – |
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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% |