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 | $9,781,615 | -1.7% | 88,545 | -1.8% | 3.75% | +2.2% |
| Q2 2023 | $9,954,160 | +1.2% | 90,124 | +1.2% | 3.67% | -2.4% |
| Q1 2023 | $9,838,487 | -62.8% | 89,036 | -63.0% | 3.76% | -65.4% |
| Q4 2022 | $26,417,909 | +123.0% | 240,338 | +123.3% | 10.86% | +89.6% |
| Q3 2022 | $11,848,000 | 0.0% | 107,611 | 0.0% | 5.73% | +16.4% |
| Q2 2022 | $11,848,000 | +107609.1% | 107,611 | +107511.0% | 4.92% | +122900.0% |
| Q1 2022 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | -42.1% | 100 | -42.9% | 0.00% | -50.0% |
| Q3 2021 | $19,000 | -47.2% | 175 | -46.5% | 0.01% | -50.0% |
| Q2 2021 | $36,000 | -60.4% | 327 | -60.4% | 0.02% | -62.8% |
| Q1 2021 | $91,000 | -91.9% | 825 | -91.9% | 0.04% | -92.4% |
| Q4 2020 | $1,127,000 | -10.0% | 10,196 | -9.9% | 0.57% | -24.0% |
| Q3 2020 | $1,252,000 | -7.5% | 11,314 | -7.4% | 0.75% | -16.5% |
| Q2 2020 | $1,353,000 | -45.4% | 12,216 | -45.2% | 0.89% | -55.3% |
| Q1 2020 | $2,476,000 | – | 22,302 | – | 2.00% | – |
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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% |