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 | $14,802,045 | -6.4% | 133,992 | -6.4% | 3.27% | +13.9% |
| Q2 2023 | $15,817,714 | -1.5% | 143,212 | -1.5% | 2.88% | -35.0% |
| Q1 2023 | $16,063,776 | +362.3% | 145,374 | +359.9% | 4.42% | +470.1% |
| Q4 2022 | $3,474,848 | +37.7% | 31,613 | +37.8% | 0.78% | -8.6% |
| Q3 2022 | $2,524,000 | +9.8% | 22,942 | +9.9% | 0.85% | +65.2% |
| Q2 2022 | $2,299,000 | -5.4% | 20,878 | -5.3% | 0.51% | +46.9% |
| Q1 2022 | $2,431,000 | -6.6% | 22,052 | -6.4% | 0.35% | 0.0% |
| Q4 2021 | $2,602,000 | -4.5% | 23,561 | -4.5% | 0.35% | -10.0% |
| Q3 2021 | $2,726,000 | -16.6% | 24,681 | -16.6% | 0.39% | -11.6% |
| Q2 2021 | $3,268,000 | +29.9% | 29,580 | +30.0% | 0.44% | +21.5% |
| Q1 2021 | $2,515,000 | -22.9% | 22,760 | -22.9% | 0.36% | -19.9% |
| Q4 2020 | $3,263,000 | -0.0% | 29,521 | +0.1% | 0.45% | -20.3% |
| Q3 2020 | $3,264,000 | -1.9% | 29,482 | -1.8% | 0.57% | +0.2% |
| Q2 2020 | $3,326,000 | -2.8% | 30,035 | -2.5% | 0.57% | -37.7% |
| Q1 2020 | $3,421,000 | -3.6% | 30,819 | -4.0% | 0.91% | +81.2% |
| Q4 2019 | $3,548,000 | +4.5% | 32,118 | +4.6% | 0.50% | -8.7% |
| Q3 2019 | $3,396,000 | -21.1% | 30,704 | -21.0% | 0.55% | -29.4% |
| Q2 2019 | $4,302,000 | -0.6% | 38,877 | -0.7% | 0.78% | -8.1% |
| Q1 2019 | $4,329,000 | +2.0% | 39,156 | +1.7% | 0.85% | -19.6% |
| Q4 2018 | $4,246,000 | +550.2% | 38,500 | +551.3% | 1.05% | +922.3% |
| Q3 2018 | $653,000 | +0.9% | 5,911 | +0.9% | 0.10% | -12.7% |
| Q2 2018 | $647,000 | +99.1% | 5,856 | +99.1% | 0.12% | +78.8% |
| Q1 2018 | $325,000 | – | 2,941 | – | 0.07% | – |
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% |