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 | $454,142 | +1.1% | 4,111 | +1.1% | 0.19% | +7.3% |
| Q2 2023 | $449,090 | -0.0% | 4,066 | 0.0% | 0.18% | +7.2% |
| Q1 2023 | $449,293 | +0.5% | 4,066 | 0.0% | 0.17% | -2.9% |
| Q4 2022 | $446,935 | +41.9% | 4,066 | +41.9% | 0.17% | +33.3% |
| Q3 2022 | $315,000 | -0.3% | 2,866 | 0.0% | 0.13% | +7.5% |
| Q2 2022 | $316,000 | -43.4% | 2,866 | -43.3% | 0.12% | -37.2% |
| Q1 2022 | $558,000 | -0.2% | 5,058 | 0.0% | 0.19% | +1.6% |
| Q4 2021 | $559,000 | 0.0% | 5,058 | 0.0% | 0.19% | +1.6% |
| Q3 2021 | $559,000 | 0.0% | 5,058 | 0.0% | 0.18% | +6.3% |
| Q2 2021 | $559,000 | 0.0% | 5,058 | 0.0% | 0.17% | 0.0% |
| Q1 2021 | $559,000 | 0.0% | 5,058 | 0.0% | 0.17% | +1.2% |
| Q4 2020 | $559,000 | -21.2% | 5,058 | -21.0% | 0.17% | -20.7% |
| Q3 2020 | $709,000 | -14.1% | 6,401 | -14.1% | 0.22% | -3.6% |
| Q2 2020 | $825,000 | -0.2% | 7,449 | +0.0% | 0.22% | -6.2% |
| Q1 2020 | $827,000 | +1.8% | 7,448 | +1.4% | 0.24% | +33.3% |
| Q4 2019 | $812,000 | +117.7% | 7,347 | +117.9% | 0.18% | +91.5% |
| Q3 2019 | $373,000 | 0.0% | 3,371 | +0.1% | 0.09% | +17.5% |
| Q2 2019 | $373,000 | -24.0% | 3,368 | -24.1% | 0.08% | -25.2% |
| Q1 2019 | $491,000 | – | 4,440 | – | 0.11% | – |
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% |