ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,252,628 | -8.7% | 47,548 | -8.7% | 0.73% | -1.2% |
| Q2 2023 | $5,752,015 | +76.2% | 52,078 | +76.2% | 0.74% | +37.4% |
| Q1 2023 | $3,265,054 | +0.6% | 29,548 | +0.0% | 0.54% | +76.1% |
| Q4 2022 | $3,246,817 | -3.1% | 29,538 | -3.0% | 0.30% | -6.7% |
| Q3 2022 | $3,349,000 | +851.4% | 30,443 | +854.3% | 0.33% | +1067.9% |
| Q1 2022 | $352,000 | -70.8% | 3,190 | -70.7% | 0.03% | -70.5% |
| Q4 2021 | $1,204,000 | 0.0% | 10,900 | 0.0% | 0.10% | +23.4% |
| Q3 2021 | $1,204,000 | 0.0% | 10,900 | 0.0% | 0.08% | -2.5% |
| Q2 2021 | $1,204,000 | +138.9% | 10,900 | +139.0% | 0.08% | +125.7% |
| Q1 2021 | $504,000 | -64.2% | 4,560 | -64.2% | 0.04% | -66.0% |
| Q4 2020 | $1,408,000 | +7.7% | 12,740 | +7.9% | 0.10% | -18.9% |
| Q3 2020 | $1,307,000 | -52.3% | 11,810 | -52.3% | 0.13% | -48.0% |
| Q2 2020 | $2,742,000 | +9.7% | 24,760 | +10.0% | 0.24% | +41.0% |
| Q1 2020 | $2,499,000 | – | 22,510 | – | 0.17% | – |
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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% |