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 | $231,987 | -40.0% | 2,100 | -40.0% | 0.00% | -50.0% |
| Q2 2023 | $386,575 | -47.3% | 3,500 | -47.2% | 0.00% | -42.9% |
| Q1 2023 | $733,058 | +90.5% | 6,634 | +89.5% | 0.01% | +75.0% |
| Q4 2022 | $384,720 | +3397.5% | 3,500 | +3508.2% | 0.00% | – |
| Q1 2022 | $11,000 | -81.7% | 97 | -82.3% | 0.00% | -100.0% |
| Q4 2021 | $60,000 | -42.9% | 547 | -42.6% | 0.00% | 0.0% |
| Q4 2020 | $105,000 | +50.0% | 953 | +51.0% | 0.00% | 0.0% |
| Q3 2020 | $70,000 | -53.3% | 631 | -53.5% | 0.00% | -50.0% |
| Q2 2020 | $150,000 | -2.0% | 1,356 | -1.7% | 0.00% | -33.3% |
| Q1 2020 | $153,000 | +0.7% | 1,379 | 0.0% | 0.00% | +50.0% |
| Q4 2019 | $152,000 | +1.3% | 1,379 | +1.7% | 0.00% | 0.0% |
| Q3 2019 | $150,000 | +2400.0% | 1,356 | +2458.5% | 0.00% | – |
| Q3 2018 | $6,000 | -45.5% | 53 | -47.0% | 0.00% | – |
| Q3 2013 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2013 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2013 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2012 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2012 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2012 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2012 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2011 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2011 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2011 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2011 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2010 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2010 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% |
| Q2 2010 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2010 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2009 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2009 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | -100.0% |
| Q2 2009 | $11,000 | – | 100 | – | 0.00% | – |
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% |