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 | $2,624,622 | +1.0% | 23,759 | +1.0% | 0.68% | +6.0% |
| Q2 2023 | $2,597,658 | -63.8% | 23,519 | -63.8% | 0.64% | -63.7% |
| Q1 2023 | $7,178,295 | -35.4% | 64,962 | -35.8% | 1.76% | -39.7% |
| Q4 2022 | $11,118,884 | +3.1% | 101,154 | +3.1% | 2.91% | +0.9% |
| Q3 2022 | $10,788,000 | -75.1% | 98,071 | -75.1% | 2.89% | -76.0% |
| Q2 2022 | $43,292,000 | – | 393,207 | – | 12.01% | – |
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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% |