SANDERS MORRIS HARRIS LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
SANDERS MORRIS HARRIS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$235,0000.0%2,1320.0%0.06%
+13.7%
Q2 2022$235,0000.0%2,1320.0%0.05%
+10.9%
Q1 2022$235,0000.0%2,1320.0%0.05%
+12.2%
Q4 2021$235,000
-52.0%
2,132
-51.9%
0.04%
-53.9%
Q3 2021$490,000
-2.0%
4,434
-2.0%
0.09%
-8.2%
Q2 2021$500,000
-58.6%
4,525
-58.6%
0.10%
-62.0%
Q1 2021$1,207,000
-0.1%
10,9250.0%0.26%
-7.3%
Q4 2020$1,208,000
-0.1%
10,9250.0%0.28%
-16.4%
Q3 2020$1,209,000
+119.0%
10,925
+119.0%
0.33%
+22.3%
Q2 2020$552,000
+119.0%
4,988
+118.6%
0.27%
+371.9%
Q4 2019$252,000
-33.0%
2,282
-32.9%
0.06%
-41.8%
Q2 2019$376,000
+49.2%
3,402
+49.1%
0.10%
-20.3%
Q1 2019$252,000
-44.2%
2,282
-44.3%
0.12%
-50.4%
Q4 2018$452,0004,1000.25%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders