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 | $469,999 | -61.9% | 4,255 | -61.9% | 0.01% | -62.5% |
| Q2 2023 | $1,234,871 | +32.4% | 11,180 | +32.5% | 0.02% | +20.0% |
| Q1 2023 | $932,363 | +25.3% | 8,438 | +24.7% | 0.02% | +17.6% |
| Q4 2022 | $743,928 | +152.2% | 6,768 | +152.3% | 0.02% | +142.9% |
| Q3 2022 | $295,000 | -4.2% | 2,682 | -3.5% | 0.01% | -22.2% |
| Q3 2020 | $308,000 | – | 2,778 | – | 0.01% | – |
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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% |