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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,006,867 | -37.0% | 81,547 | -37.0% | 2.30% | -43.9% |
| Q1 2023 | $14,296,822 | +82.8% | 129,383 | +81.8% | 4.09% | +64.6% |
| Q4 2022 | $7,821,468 | -6.3% | 71,156 | -6.2% | 2.49% | -9.1% |
| Q3 2022 | $8,344,000 | +3198.0% | 75,854 | +3205.2% | 2.74% | +3363.3% |
| Q2 2022 | $253,000 | -45.6% | 2,295 | -45.6% | 0.08% | -35.8% |
| Q1 2022 | $465,000 | -62.8% | 4,220 | -62.8% | 0.12% | -63.5% |
| Q4 2021 | $1,251,000 | +4.3% | 11,333 | +4.5% | 0.34% | -4.5% |
| Q3 2021 | $1,199,000 | +8.8% | 10,850 | +8.8% | 0.35% | +10.3% |
| Q2 2021 | $1,102,000 | -5.5% | 9,975 | -5.5% | 0.32% | -12.8% |
| Q1 2021 | $1,166,000 | +76.1% | 10,554 | +76.3% | 0.37% | +57.5% |
| Q4 2020 | $662,000 | +1.7% | 5,986 | +1.8% | 0.23% | -12.4% |
| Q3 2020 | $651,000 | -34.9% | 5,881 | -34.9% | 0.27% | -37.4% |
| Q2 2020 | $1,000,000 | -32.6% | 9,033 | -32.4% | 0.42% | -48.5% |
| Q1 2020 | $1,483,000 | -10.4% | 13,354 | -10.9% | 0.83% | +3.9% |
| Q4 2019 | $1,656,000 | – | 14,992 | – | 0.80% | – |
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% |