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 | $26,181 | +1.7% | 237 | +1.7% | 0.01% | +16.7% |
| Q2 2023 | $25,735 | +6.3% | 233 | +6.4% | 0.01% | 0.0% |
| Q1 2023 | $24,200 | +4.8% | 219 | +4.3% | 0.01% | 0.0% |
| Q4 2022 | $23,083 | +4.9% | 210 | +1.9% | 0.01% | -14.3% |
| Q3 2022 | $22,000 | 0.0% | 206 | +1.0% | 0.01% | +16.7% |
| Q2 2022 | $22,000 | -8.3% | 204 | -6.4% | 0.01% | 0.0% |
| Q1 2022 | $24,000 | +4.3% | 218 | +2.8% | 0.01% | 0.0% |
| Q4 2021 | $23,000 | 0.0% | 212 | -0.9% | 0.01% | 0.0% |
| Q3 2021 | $23,000 | +4.5% | 214 | +5.9% | 0.01% | 0.0% |
| Q2 2021 | $22,000 | +10.0% | 202 | +8.0% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | 0.0% | 187 | +2.2% | 0.01% | +20.0% |
| Q4 2020 | $20,000 | – | 183 | – | 0.01% | – |
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% |