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 | $3,841,232 | -1.2% | 34,772 | -1.3% | 0.74% | -3.0% |
| Q2 2023 | $3,886,761 | +37.3% | 35,225 | +37.5% | 0.76% | +26.0% |
| Q1 2023 | $2,831,236 | +179.0% | 25,622 | +177.6% | 0.60% | +144.5% |
| Q4 2022 | $1,014,693 | +281.5% | 9,231 | +282.2% | 0.25% | +263.2% |
| Q3 2022 | $266,000 | -9.8% | 2,415 | -10.0% | 0.07% | -2.9% |
| Q2 2022 | $295,000 | +13.0% | 2,683 | +13.4% | 0.07% | +25.0% |
| Q1 2022 | $261,000 | 0.0% | 2,365 | 0.0% | 0.06% | +3.7% |
| Q4 2021 | $261,000 | -0.4% | 2,365 | -0.4% | 0.05% | -11.5% |
| Q3 2021 | $262,000 | -95.5% | 2,374 | -95.5% | 0.06% | -97.5% |
| Q1 2020 | $5,844,000 | -81.4% | 52,213 | -81.7% | 2.48% | -73.7% |
| Q4 2019 | $31,449,000 | – | 284,709 | – | 9.43% | – |
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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% |