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 | $15,124,579 | -60.3% | 136,911 | -60.3% | 1.26% | -52.5% |
| Q2 2023 | $38,123,643 | +20.6% | 345,167 | +20.7% | 2.64% | +15.4% |
| Q1 2023 | $31,610,640 | +15.4% | 286,069 | +14.8% | 2.29% | +17.0% |
| Q4 2022 | $27,398,257 | +6.8% | 249,256 | +6.9% | 1.96% | -7.3% |
| Q3 2022 | $25,654,000 | -22.5% | 233,220 | -22.4% | 2.11% | -15.6% |
| Q2 2022 | $33,102,000 | +0.2% | 300,658 | +0.3% | 2.50% | +12.8% |
| Q1 2022 | $33,050,000 | -1.0% | 299,777 | -0.8% | 2.22% | +3.7% |
| Q4 2021 | $33,376,000 | +45.9% | 302,264 | +46.0% | 2.14% | +31.7% |
| Q3 2021 | $22,873,000 | +0.3% | 207,051 | +0.3% | 1.62% | -5.4% |
| Q2 2021 | $22,803,000 | -12.4% | 206,385 | -12.3% | 1.72% | -13.2% |
| Q1 2021 | $26,016,000 | +5.5% | 235,419 | +5.5% | 1.98% | +0.4% |
| Q4 2020 | $24,664,000 | +5.8% | 223,142 | +6.0% | 1.97% | -5.4% |
| Q3 2020 | $23,305,000 | +3.3% | 210,520 | +3.4% | 2.08% | -2.3% |
| Q2 2020 | $22,553,000 | +3.9% | 203,660 | +4.2% | 2.13% | -12.7% |
| Q1 2020 | $21,698,000 | -1.7% | 195,441 | -2.2% | 2.44% | +16.4% |
| Q4 2019 | $22,072,000 | -55.4% | 199,819 | -55.4% | 2.10% | -26.9% |
| Q3 2019 | $49,531,000 | +88.2% | 448,469 | +88.5% | 2.87% | +2.6% |
| Q2 2019 | $26,325,000 | +1.9% | 237,908 | +1.8% | 2.80% | -3.6% |
| Q1 2019 | $25,843,000 | – | 233,729 | – | 2.90% | – |
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% |