ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 437 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,925,638 | -2.8% | 44,588 | -2.8% | 0.12% | +0.9% |
| Q2 2023 | $5,067,226 | +3680.5% | 45,878 | +3682.2% | 0.11% | +3700.0% |
| Q1 2023 | $134,037 | +0.5% | 1,213 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $133,333 | +0.3% | 1,213 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $133,000 | -0.7% | 1,213 | 0.0% | 0.00% | +33.3% |
| Q2 2022 | $134,000 | -90.2% | 1,213 | -90.2% | 0.00% | -92.1% |
| Q4 2020 | $1,372,000 | -0.1% | 12,413 | 0.0% | 0.04% | -9.5% |
| Q3 2020 | $1,374,000 | -0.1% | 12,413 | 0.0% | 0.04% | -8.7% |
| Q2 2020 | $1,375,000 | -0.2% | 12,413 | 0.0% | 0.05% | -14.8% |
| Q1 2020 | $1,378,000 | +0.5% | 12,413 | 0.0% | 0.05% | +22.7% |
| Q4 2019 | $1,371,000 | -0.1% | 12,413 | 0.0% | 0.04% | -8.3% |
| Q3 2019 | $1,373,000 | 0.0% | 12,413 | 0.0% | 0.05% | -2.0% |
| Q2 2019 | $1,373,000 | 0.0% | 12,413 | 0.0% | 0.05% | -5.8% |
| Q1 2019 | $1,373,000 | – | 12,413 | – | 0.05% | – |
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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% |