ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,406,147 | -19.8% | 21,781 | -19.8% | 0.42% | +1.7% |
| Q2 2023 | $2,999,159 | +92.7% | 27,154 | +92.7% | 0.41% | +64.1% |
| Q1 2023 | $1,556,724 | -0.9% | 14,088 | -1.4% | 0.25% | -9.1% |
| Q4 2022 | $1,570,537 | -0.5% | 14,288 | -0.4% | 0.28% | -9.2% |
| Q3 2022 | $1,578,000 | -68.1% | 14,348 | -68.0% | 0.30% | -67.8% |
| Q2 2022 | $4,943,000 | +0.2% | 44,899 | +0.3% | 0.94% | +15.5% |
| Q1 2022 | $4,933,000 | – | 44,743 | – | 0.82% | – |
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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% |