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 | $1,630,242 | 0.0% | 14,760 | 0.0% | 0.38% | +5.3% |
| Q2 2023 | $1,630,242 | -7.6% | 14,760 | -7.5% | 0.36% | -17.0% |
| Q1 2023 | $1,764,022 | +314.3% | 15,964 | +312.1% | 0.43% | +312.5% |
| Q4 2022 | $425,830 | +5983.3% | 3,874 | +5860.0% | 0.10% | +5100.0% |
| Q3 2022 | $7,000 | -99.1% | 65 | -99.1% | 0.00% | -98.9% |
| Q4 2021 | $816,000 | -3.5% | 7,387 | -3.5% | 0.18% | -9.5% |
| Q3 2021 | $846,000 | -6.4% | 7,657 | -6.4% | 0.20% | -7.0% |
| Q2 2021 | $904,000 | +22.7% | 8,178 | +22.6% | 0.21% | +10.3% |
| Q1 2021 | $737,000 | +89.9% | 6,672 | +89.9% | 0.19% | +76.4% |
| Q4 2020 | $388,000 | +1587.0% | 3,514 | +1581.3% | 0.11% | +1733.3% |
| Q4 2019 | $23,000 | -20.7% | 209 | -19.6% | 0.01% | -25.0% |
| Q3 2019 | $29,000 | 0.0% | 260 | +0.4% | 0.01% | 0.0% |
| Q2 2019 | $29,000 | -9.4% | 259 | -8.5% | 0.01% | -46.7% |
| Q1 2019 | $32,000 | – | 283 | – | 0.02% | – |
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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% |