ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 441 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,722,659 | -0.3% | 60,855 | -0.3% | 4.34% | +6.7% |
| Q2 2023 | $6,740,161 | -31.6% | 61,025 | -31.6% | 4.07% | -35.2% |
| Q1 2023 | $9,859,594 | +2.6% | 89,227 | +2.0% | 6.28% | -6.4% |
| Q4 2022 | $9,614,015 | +100.2% | 87,464 | +100.4% | 6.71% | +94.4% |
| Q3 2022 | $4,802,000 | +2.7% | 43,653 | +2.8% | 3.45% | +3.9% |
| Q2 2022 | $4,676,000 | +74.8% | 42,465 | +75.0% | 3.32% | +96.7% |
| Q1 2022 | $2,675,000 | -2.4% | 24,260 | -2.3% | 1.69% | +4.0% |
| Q4 2021 | $2,742,000 | +22.4% | 24,834 | +22.5% | 1.62% | +11.9% |
| Q3 2021 | $2,240,000 | +9.9% | 20,274 | +9.9% | 1.45% | +4.9% |
| Q2 2021 | $2,039,000 | +3.8% | 18,452 | +3.8% | 1.38% | -4.7% |
| Q1 2021 | $1,965,000 | +5.7% | 17,784 | +5.7% | 1.45% | -2.1% |
| Q4 2020 | $1,859,000 | +1.9% | 16,818 | +2.1% | 1.48% | -11.6% |
| Q3 2020 | $1,824,000 | +5.5% | 16,472 | +5.5% | 1.68% | -2.1% |
| Q2 2020 | $1,729,000 | -0.0% | 15,609 | +0.2% | 1.71% | -17.5% |
| Q1 2020 | $1,729,494 | +5.1% | 15,578 | +4.6% | 2.08% | +30.6% |
| Q4 2019 | $1,646,000 | – | 14,899 | – | 1.59% | – |
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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% |