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 | $1,450,471 | +20.9% | 13,130 | +20.8% | 0.08% | +19.0% |
| Q2 2023 | $1,200,150 | -66.2% | 10,866 | -66.2% | 0.06% | -70.7% |
| Q1 2023 | $3,548,266 | -18.0% | 32,111 | -18.5% | 0.22% | -17.9% |
| Q4 2022 | $4,329,309 | +481.9% | 39,386 | +481.8% | 0.26% | +413.7% |
| Q3 2022 | $744,000 | +18.1% | 6,770 | +18.2% | 0.05% | +64.5% |
| Q2 2022 | $630,000 | +117.2% | 5,727 | +117.3% | 0.03% | +158.3% |
| Q1 2022 | $290,000 | -4.3% | 2,636 | -4.0% | 0.01% | 0.0% |
| Q4 2021 | $303,000 | -4.7% | 2,746 | -4.6% | 0.01% | 0.0% |
| Q3 2021 | $318,000 | -27.2% | 2,879 | -27.4% | 0.01% | -29.4% |
| Q2 2021 | $437,000 | -32.0% | 3,963 | -31.9% | 0.02% | -5.6% |
| Q1 2021 | $643,000 | +41.3% | 5,820 | +6.1% | 0.02% | 0.0% |
| Q4 2020 | $455,000 | -70.2% | 5,485 | -60.3% | 0.02% | -77.2% |
| Q3 2020 | $1,528,000 | +18.1% | 13,805 | +18.1% | 0.08% | +9.7% |
| Q2 2020 | $1,294,000 | +390.2% | 11,687 | +391.3% | 0.07% | +300.0% |
| Q1 2020 | $264,000 | -88.3% | 2,379 | -88.4% | 0.02% | -85.0% |
| Q4 2019 | $2,255,000 | +17246.2% | 20,423 | +16370.2% | 0.12% | +11900.0% |
| Q3 2019 | $13,000 | +85.7% | 124 | +74.6% | 0.00% | – |
| Q2 2019 | $7,000 | -22.2% | 71 | -15.5% | 0.00% | -100.0% |
| Q1 2019 | $9,000 | -97.4% | 84 | -97.3% | 0.00% | -96.2% |
| Q4 2018 | $348,000 | +419.4% | 3,155 | +417.2% | 0.03% | +550.0% |
| Q3 2018 | $67,000 | -16.2% | 610 | -16.1% | 0.00% | -50.0% |
| Q1 2017 | $80,000 | -39.4% | 727 | -39.4% | 0.01% | -52.9% |
| Q4 2016 | $132,000 | +407.7% | 1,199 | +397.5% | 0.02% | +325.0% |
| Q2 2016 | $26,000 | 0.0% | 241 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $26,000 | – | 241 | – | 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% |