ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 436 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,870 | +7.3% | 1,936 | +7.3% | 0.06% | +12.0% |
| Q2 2023 | $199,252 | +7.0% | 1,804 | +7.1% | 0.05% | +4.2% |
| Q1 2023 | $186,193 | +12.4% | 1,685 | +11.8% | 0.05% | +6.7% |
| Q4 2022 | $165,649 | +11.2% | 1,507 | +11.5% | 0.04% | -2.2% |
| Q3 2022 | $149,000 | +19.2% | 1,352 | +18.8% | 0.05% | +21.1% |
| Q2 2022 | $125,000 | +9.6% | 1,138 | +9.8% | 0.04% | +18.8% |
| Q1 2022 | $114,000 | +26.7% | 1,036 | +27.1% | 0.03% | +18.5% |
| Q4 2021 | $90,000 | +36.4% | 815 | +36.5% | 0.03% | +22.7% |
| Q3 2021 | $66,000 | +4.8% | 597 | +5.5% | 0.02% | 0.0% |
| Q2 2021 | $63,000 | +43.2% | 566 | +42.2% | 0.02% | +29.4% |
| Q1 2021 | $44,000 | 0.0% | 398 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $44,000 | +18.9% | 398 | +18.8% | 0.02% | -5.6% |
| Q3 2020 | $37,000 | 0.0% | 335 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $37,000 | +68.2% | 335 | +67.5% | 0.02% | +35.7% |
| Q1 2020 | $22,000 | – | 200 | – | 0.01% | – |
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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% |