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 | $331 | +200.9% | 3 | +200.0% | 0.00% | – |
| Q2 2023 | $110 | -0.9% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $111 | -100.0% | 1 | -100.0% | 0.00% | -100.0% |
| Q3 2020 | $1,142,000 | -92.6% | 10,315 | -92.6% | 0.25% | -93.1% |
| Q2 2020 | $15,414,000 | +2.4% | 139,193 | +2.6% | 3.64% | -12.8% |
| Q1 2020 | $15,060,000 | -3.4% | 135,651 | -3.8% | 4.17% | +67.7% |
| Q4 2019 | $15,582,000 | -17.3% | 141,064 | -17.2% | 2.49% | +9.5% |
| Q3 2019 | $18,844,000 | +4.7% | 170,349 | +4.6% | 2.27% | +18.0% |
| Q2 2019 | $18,003,000 | 0.0% | 162,820 | 0.0% | 1.93% | 0.0% |
| Q1 2019 | $18,003,000 | +27.7% | 162,820 | +27.4% | 1.93% | -56.0% |
| Q4 2018 | $14,101,000 | -8.9% | 127,843 | -8.8% | 4.38% | -6.0% |
| Q3 2018 | $15,482,000 | +1.4% | 140,187 | +1.4% | 4.66% | -4.7% |
| Q2 2018 | $15,272,000 | +33.0% | 138,288 | +32.9% | 4.89% | +22.6% |
| Q1 2018 | $11,484,000 | +6.4% | 104,057 | +6.3% | 3.98% | +2.3% |
| Q4 2017 | $10,791,000 | – | 97,887 | – | 3.90% | – |
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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% |