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 | $521,446 | +32.0% | 4,720 | +32.0% | 0.50% | +28.6% |
| Q2 2023 | $394,911 | -20.0% | 3,575 | -20.0% | 0.39% | -28.7% |
| Q1 2023 | $493,520 | -22.7% | 4,466 | -23.1% | 0.54% | -29.1% |
| Q4 2022 | $638,707 | -92.5% | 5,811 | -92.5% | 0.77% | -92.3% |
| Q3 2022 | $8,494,000 | -34.6% | 77,217 | -34.5% | 9.93% | -20.0% |
| Q2 2022 | $12,989,000 | +71.4% | 117,977 | +71.6% | 12.42% | +111.2% |
| Q1 2022 | $7,579,000 | +96.2% | 68,745 | +96.5% | 5.88% | +120.8% |
| Q4 2021 | $3,862,000 | – | 34,976 | – | 2.66% | – |
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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% |