ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,923 | +85.5% | 2,036 | +85.4% | 0.21% | +90.8% |
| Q2 2023 | $121,274 | -66.9% | 1,098 | -66.9% | 0.11% | -66.5% |
| Q1 2023 | $366,418 | +1.4% | 3,316 | +0.8% | 0.32% | -7.7% |
| Q4 2022 | $361,526 | +5.4% | 3,289 | +5.6% | 0.35% | +7.3% |
| Q3 2022 | $343,000 | -98.9% | 3,114 | +216.5% | 0.33% | +1161.5% |
| Q2 2022 | $32,358,000 | +10338.1% | 984 | -97.1% | 0.03% | +1200.0% |
| Q4 2021 | $310,000 | +213.1% | 34,247 | +3730.8% | 0.00% | -95.3% |
| Q2 2021 | $99,000 | – | 894 | – | 0.04% | – |
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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% |