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 | $4,332,841 | -10.9% | 39,222 | -10.9% | 2.73% | -8.2% |
| Q2 2023 | $4,863,464 | +4.8% | 44,033 | +4.9% | 2.98% | +1.8% |
| Q1 2023 | $4,638,501 | -0.5% | 41,977 | -1.1% | 2.93% | -3.1% |
| Q4 2022 | $4,663,275 | +0.9% | 42,424 | +1.0% | 3.02% | -8.4% |
| Q3 2022 | $4,621,000 | +3.5% | 42,010 | +3.6% | 3.30% | +8.3% |
| Q2 2022 | $4,466,000 | +2897.3% | 40,560 | +2897.8% | 3.04% | +3282.2% |
| Q1 2022 | $149,000 | +609.5% | 1,353 | +627.4% | 0.09% | +650.0% |
| Q4 2021 | $21,000 | 0.0% | 186 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $21,000 | 0.0% | 186 | 0.0% | 0.01% | +7.7% |
| Q2 2021 | $21,000 | -78.4% | 186 | -78.8% | 0.01% | -80.3% |
| Q1 2021 | $97,000 | -48.9% | 879 | -48.8% | 0.07% | -52.9% |
| Q4 2020 | $190,000 | – | 1,717 | – | 0.14% | – |
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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% |