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 | $37,939,996 | +15.0% | 343,442 | +14.9% | 18.90% | +16.7% |
| Q2 2023 | $33,002,027 | +8.7% | 298,796 | +8.7% | 16.19% | +0.6% |
| Q1 2023 | $30,371,876 | -2.5% | 274,859 | -3.0% | 16.09% | -5.9% |
| Q4 2022 | $31,158,338 | +43.4% | 283,464 | +43.5% | 17.10% | +26.2% |
| Q3 2022 | $21,729,000 | +129.2% | 197,542 | +129.4% | 13.55% | +126.7% |
| Q2 2022 | $9,480,000 | +77.5% | 86,112 | +77.7% | 5.98% | +111.9% |
| Q1 2022 | $5,341,000 | +913.5% | 48,446 | +913.7% | 2.82% | +1005.9% |
| Q4 2021 | $527,000 | -0.6% | 4,779 | -0.4% | 0.26% | -7.9% |
| Q3 2021 | $530,000 | -0.9% | 4,796 | -1.0% | 0.28% | +4.5% |
| Q2 2021 | $535,000 | -99.9% | 4,846 | +17.9% | 0.26% | +29.3% |
| Q1 2021 | $454,172,000 | +98418.9% | 4,110 | -1.6% | 0.20% | -18.7% |
| Q4 2020 | $461,000 | -0.2% | 4,178 | +0.1% | 0.25% | -9.7% |
| Q3 2020 | $462,000 | -4.9% | 4,175 | -4.9% | 0.28% | -9.4% |
| Q2 2020 | $486,000 | -19.5% | 4,392 | -19.3% | 0.31% | -34.2% |
| Q1 2020 | $604,000 | -99.9% | 5,443 | +9.4% | 0.47% | +56.0% |
| Q4 2019 | $549,450,000 | +51443.2% | 4,974 | -48.5% | 0.30% | -53.7% |
| Q3 2019 | $1,066,000 | +0.5% | 9,658 | +0.5% | 0.65% | +7.1% |
| Q2 2019 | $1,061,000 | -12.2% | 9,607 | -12.3% | 0.60% | -12.1% |
| Q1 2019 | $1,209,000 | +51.3% | 10,957 | +51.1% | 0.69% | +28.8% |
| Q4 2018 | $799,000 | – | 7,251 | – | 0.53% | – |
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% |