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 | $988,044 | +82.2% | 8,944 | +82.2% | 0.47% | +81.7% |
Q2 2023 | $542,199 | -69.6% | 4,909 | -69.6% | 0.26% | -70.7% |
Q1 2023 | $1,781,684 | -43.4% | 16,124 | -43.7% | 0.88% | -47.9% |
Q4 2022 | $3,147,390 | +949.1% | 28,633 | +950.4% | 1.68% | +952.5% |
Q3 2022 | $300,000 | -84.7% | 2,726 | -84.7% | 0.16% | -83.8% |
Q2 2022 | $1,966,000 | – | 17,854 | – | 0.99% | – |
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% |