ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,818 | -10.4% | 79,823 | -10.4% | 1.42% | -9.1% |
| Q2 2023 | $9,840 | -48.7% | 89,091 | -48.7% | 1.56% | -50.0% |
| Q1 2023 | $19,198 | +1462.1% | 173,739 | +1453.9% | 3.12% | +1383.3% |
| Q4 2022 | $1,229 | -99.5% | 11,181 | +425.9% | 0.21% | +377.3% |
| Q3 2022 | $234,000 | -52.7% | 2,126 | -52.8% | 0.04% | -51.1% |
| Q2 2022 | $495,000 | -0.2% | 4,500 | 0.0% | 0.09% | +15.4% |
| Q1 2022 | $496,000 | -0.2% | 4,500 | 0.0% | 0.08% | +5.4% |
| Q4 2021 | $497,000 | 0.0% | 4,500 | 0.0% | 0.07% | -11.9% |
| Q3 2021 | $497,000 | 0.0% | 4,500 | 0.0% | 0.08% | -8.7% |
| Q2 2021 | $497,000 | 0.0% | 4,500 | 0.0% | 0.09% | -1.1% |
| Q1 2021 | $497,000 | – | 4,500 | – | 0.09% | – |
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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% |