ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $811,676 | +1.3% | 7,347 | +1.2% | 0.58% | +6.7% |
Q2 2023 | $801,594 | +1.1% | 7,258 | +1.2% | 0.54% | +4.1% |
Q1 2023 | $792,780 | -10.3% | 7,174 | -10.8% | 0.52% | -23.0% |
Q4 2022 | $883,717 | +104.6% | 8,040 | +104.9% | 0.67% | +118.5% |
Q3 2022 | $432,000 | +0.2% | 3,923 | +0.3% | 0.31% | +7.7% |
Q2 2022 | $431,000 | 0.0% | 3,910 | +0.1% | 0.29% | +21.2% |
Q1 2022 | $431,000 | 0.0% | 3,906 | 0.0% | 0.24% | -5.6% |
Q4 2021 | $431,000 | -0.2% | 3,906 | 0.0% | 0.25% | -5.3% |
Q3 2021 | $432,000 | 0.0% | 3,906 | 0.0% | 0.26% | +5.6% |
Q2 2021 | $432,000 | 0.0% | 3,906 | 0.0% | 0.25% | -18.6% |
Q1 2021 | $432,000 | 0.0% | 3,906 | 0.0% | 0.31% | -19.4% |
Q4 2020 | $432,000 | 0.0% | 3,906 | +0.2% | 0.38% | -5.5% |
Q3 2020 | $432,000 | -72.8% | 3,900 | -72.8% | 0.40% | -74.4% |
Q2 2020 | $1,590,000 | +0.6% | 14,357 | +0.9% | 1.58% | +49.0% |
Q1 2020 | $1,580,000 | +2.5% | 14,232 | +1.9% | 1.06% | +13.5% |
Q4 2019 | $1,542,000 | +11.5% | 13,960 | +11.7% | 0.93% | +43.4% |
Q3 2019 | $1,383,000 | +0.6% | 12,499 | +0.6% | 0.65% | -2.5% |
Q2 2019 | $1,375,000 | +18.8% | 12,429 | +18.8% | 0.67% | +9.9% |
Q1 2019 | $1,157,000 | – | 10,461 | – | 0.61% | – |
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% |