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 | $39,735,144 | +9.8% | 359,691 | +5.8% | 0.15% | +9.3% |
Q2 2023 | $36,178,619 | +130740.2% | 339,897 | +35.8% | 0.14% | +17.6% |
Q1 2023 | $27,651 | +51.4% | 250,247 | +50.6% | 0.12% | +29.3% |
Q4 2022 | $18,262 | -99.8% | 166,154 | +130.6% | 0.09% | +124.4% |
Q3 2022 | $7,925,000 | +16.1% | 72,061 | +16.2% | 0.04% | +13.9% |
Q2 2022 | $6,824,000 | -19.7% | 61,991 | -19.6% | 0.04% | -12.2% |
Q1 2022 | $8,499,000 | -10.7% | 77,100 | -10.5% | 0.04% | -6.8% |
Q4 2021 | $9,517,000 | -11.3% | 86,192 | -11.2% | 0.04% | -21.4% |
Q3 2021 | $10,726,000 | -7.9% | 97,106 | -7.9% | 0.06% | -15.2% |
Q2 2021 | $11,649,000 | +632.6% | 105,447 | +632.4% | 0.07% | +500.0% |
Q1 2021 | $1,590,000 | +1069.1% | 14,398 | +1054.6% | 0.01% | +1000.0% |
Q4 2020 | $136,000 | -58.0% | 1,247 | -57.7% | 0.00% | -66.7% |
Q3 2020 | $324,000 | +264.0% | 2,945 | +270.0% | 0.00% | +200.0% |
Q2 2020 | $89,000 | +107.0% | 796 | +106.8% | 0.00% | 0.0% |
Q1 2020 | $43,000 | +48.3% | 385 | +46.9% | 0.00% | – |
Q4 2019 | $29,000 | -23.7% | 262 | -23.8% | 0.00% | -100.0% |
Q3 2019 | $38,000 | 0.0% | 344 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $38,000 | 0.0% | 344 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $38,000 | 0.0% | 344 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $38,000 | – | 344 | – | 0.00% | – |
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% |