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 | $865,089 | -3.7% | 7,831 | -3.7% | 0.37% | +1.1% |
| Q2 2023 | $898,069 | -18.8% | 8,131 | -19.1% | 0.37% | -24.8% |
| Q1 2023 | $1,106,457 | +105.8% | 10,045 | +105.6% | 0.49% | +119.8% |
| Q4 2022 | $537,753 | +50.6% | 4,886 | +51.4% | 0.22% | +44.2% |
| Q3 2020 | $357,000 | -25.0% | 3,228 | -24.9% | 0.15% | -20.2% |
| Q2 2020 | $476,000 | -18.9% | 4,298 | -18.7% | 0.19% | -29.8% |
| Q1 2020 | $587,000 | -18.8% | 5,284 | -19.2% | 0.28% | -8.3% |
| Q4 2019 | $723,000 | -62.0% | 6,541 | -62.0% | 0.30% | -42.4% |
| Q3 2019 | $1,902,000 | -27.5% | 17,205 | -27.5% | 0.52% | -30.9% |
| Q2 2019 | $2,625,000 | -77.5% | 23,723 | -77.6% | 0.75% | -77.0% |
| Q1 2019 | $11,689,000 | +13.3% | 105,717 | +13.1% | 3.28% | -1.7% |
| Q4 2018 | $10,313,000 | – | 93,502 | – | 3.34% | – |
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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% |