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 | $34,080,240 | +0.3% | 308,502 | +0.3% | 9.56% | +1.9% |
| Q2 2023 | $33,978,980 | -3.2% | 307,641 | -3.2% | 9.39% | -7.1% |
| Q1 2023 | $35,110,748 | +2.0% | 317,744 | +1.5% | 10.11% | -3.6% |
| Q4 2022 | $34,406,084 | +59.6% | 313,010 | +59.7% | 10.49% | +48.3% |
| Q3 2022 | $21,564,000 | -0.0% | 196,036 | -0.0% | 7.07% | +5.8% |
| Q2 2022 | $21,573,000 | +1.2% | 196,063 | +1.3% | 6.68% | +14.4% |
| Q1 2022 | $21,319,000 | +118.3% | 193,455 | +118.9% | 5.84% | +76.9% |
| Q4 2020 | $9,767,000 | -18.5% | 88,370 | -18.3% | 3.30% | -30.4% |
| Q3 2020 | $11,981,000 | -15.5% | 108,217 | -15.5% | 4.75% | -20.5% |
| Q2 2020 | $14,181,000 | +0.0% | 128,084 | +0.1% | 5.97% | -7.0% |
| Q1 2020 | $14,177,000 | -9.8% | 127,947 | -10.1% | 6.42% | -0.9% |
| Q4 2019 | $15,719,000 | +51.4% | 142,328 | +51.7% | 6.48% | +45.6% |
| Q3 2019 | $10,382,000 | +8.0% | 93,845 | +8.1% | 4.45% | +1.4% |
| Q2 2019 | $9,609,000 | +2.2% | 86,822 | +1.9% | 4.39% | -0.1% |
| Q1 2019 | $9,402,000 | +0.6% | 85,203 | +0.7% | 4.39% | -6.0% |
| Q4 2018 | $9,348,000 | – | 84,587 | – | 4.67% | – |
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% |