ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $757,234 | -15.0% | 6,855 | -15.0% | 0.12% | -20.4% |
| Q2 2023 | $890,758 | -8.1% | 8,065 | -8.0% | 0.15% | -17.4% |
| Q1 2023 | $968,795 | -66.5% | 8,767 | -66.6% | 0.18% | -71.9% |
| Q4 2022 | $2,888,085 | +44.7% | 26,274 | +44.8% | 0.66% | +34.2% |
| Q3 2022 | $1,996,000 | -10.9% | 18,143 | -10.8% | 0.49% | -12.5% |
| Q2 2022 | $2,240,000 | +10.0% | 20,341 | +10.1% | 0.56% | +27.7% |
| Q1 2022 | $2,036,000 | -20.9% | 18,471 | -20.7% | 0.44% | -40.9% |
| Q4 2021 | $2,573,000 | -77.9% | 23,303 | -77.9% | 0.74% | -78.4% |
| Q3 2021 | $11,642,000 | +22.0% | 105,388 | +22.1% | 3.42% | +9.3% |
| Q2 2021 | $9,539,000 | -29.3% | 86,334 | -29.3% | 3.13% | -10.8% |
| Q1 2021 | $13,495,000 | +156.1% | 122,117 | +156.1% | 3.51% | +35.4% |
| Q4 2020 | $5,270,000 | -60.4% | 47,681 | -60.3% | 2.59% | -25.1% |
| Q3 2020 | $13,310,000 | +363.3% | 120,234 | +363.4% | 3.46% | +34.9% |
| Q2 2020 | $2,873,000 | +98.4% | 25,946 | +98.0% | 2.56% | +83.6% |
| Q4 2019 | $1,448,000 | – | 13,105 | – | 1.40% | – |
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% |