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 | $9,142,865 | -2.7% | 82,989 | -2.7% | 6.59% | -3.3% |
| Q2 2023 | $9,396,503 | -4.7% | 85,314 | -4.7% | 6.82% | -2.9% |
| Q1 2023 | $9,861,056 | -25.7% | 89,475 | -25.9% | 7.02% | -19.7% |
| Q4 2022 | $13,279,159 | +15.4% | 120,731 | +15.3% | 8.74% | +9.7% |
| Q3 2022 | $11,506,000 | +1.6% | 104,684 | +1.7% | 7.97% | +7.6% |
| Q2 2022 | $11,320,000 | +25.0% | 102,891 | +25.2% | 7.41% | +26.6% |
| Q1 2022 | $9,055,000 | +76.9% | 82,150 | +77.1% | 5.85% | +89.8% |
| Q4 2021 | $5,119,000 | +75.1% | 46,375 | +75.2% | 3.08% | +75.3% |
| Q3 2021 | $2,923,000 | – | 26,463 | – | 1.76% | – |
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% |