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 | $3,175,792 | +9.6% | 28,748 | +9.5% | 4.06% | +20.9% |
| Q2 2023 | $2,898,650 | +145.2% | 26,244 | +144.5% | 3.36% | +179.8% |
| Q2 2022 | $1,182,000 | +2.6% | 10,733 | +2.7% | 1.20% | +23.6% |
| Q1 2022 | $1,152,000 | +254.5% | 10,453 | +254.9% | 0.97% | +259.6% |
| Q4 2021 | $325,000 | -77.6% | 2,945 | -77.5% | 0.27% | -85.2% |
| Q4 2020 | $1,448,000 | +15.6% | 13,102 | +15.8% | 1.83% | +0.6% |
| Q3 2020 | $1,253,000 | +26.1% | 11,319 | +26.1% | 1.82% | +53.0% |
| Q2 2020 | $994,000 | +38.8% | 8,975 | +38.7% | 1.19% | +95.9% |
| Q1 2019 | $716,000 | -64.0% | 6,472 | -64.1% | 0.61% | +87.0% |
| Q4 2018 | $1,991,000 | – | 18,050 | – | 0.32% | – |
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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% |