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 | $167,133,481 | +282.1% | 1,512,931 | +282.1% | 4.67% | +311.9% |
| Q2 2023 | $43,735,054 | +9.0% | 395,972 | +9.0% | 1.13% | +6.9% |
| Q1 2023 | $40,128,186 | +8.0% | 363,151 | +7.4% | 1.06% | +11.2% |
| Q4 2022 | $37,154,829 | +1178.1% | 338,017 | +1179.2% | 0.95% | +1092.5% |
| Q3 2022 | $2,907,000 | +14.1% | 26,425 | +14.2% | 0.08% | +23.1% |
| Q2 2022 | $2,548,000 | -91.5% | 23,145 | -91.5% | 0.06% | -91.6% |
| Q2 2020 | $30,069,000 | -4.5% | 271,529 | -4.3% | 0.77% | -17.0% |
| Q1 2020 | $31,493,000 | -19.6% | 283,672 | -20.0% | 0.93% | +9.5% |
| Q4 2019 | $39,190,000 | +72.7% | 354,785 | +72.9% | 0.85% | +4.0% |
| Q3 2019 | $22,695,000 | -2.1% | 205,166 | -2.1% | 0.82% | -2.5% |
| Q2 2019 | $23,179,000 | -16.9% | 209,477 | -17.0% | 0.84% | +42.7% |
| Q1 2019 | $27,898,000 | +52.2% | 252,310 | +51.8% | 0.59% | -21.2% |
| Q4 2018 | $18,328,000 | – | 166,168 | – | 0.75% | – |
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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% |