PARK AVENUE SECURITIES LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
PARK AVENUE SECURITIES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,189
-75.2%
37,918
-75.2%
0.06%
-75.7%
Q2 2023$16,880
+20.7%
152,827
+20.8%
0.27%
+11.2%
Q1 2023$13,981
-99.9%
126,525
+4.0%
0.24%
+1.3%
Q4 2022$13,368,000
-99.9%
121,618
-8.2%
0.24%
-18.6%
Q3 2022$14,577,000,000
+119285.7%
132,515
+19.5%
0.29%
+22.8%
Q2 2022$12,210,000
+354.4%
110,903
+355.0%
0.24%
+404.3%
Q1 2022$2,687,000
-99.6%
24,374
+330.9%
0.05%
+327.3%
Q4 2021$625,000,000
+102359.0%
5,657
+2.4%
0.01%
-8.3%
Q3 2021$610,000
-2.7%
5,526
-2.6%
0.01%
-7.7%
Q2 2021$627,000
-70.4%
5,673
-70.4%
0.01%
-74.5%
Q1 2021$2,118,000
-1.9%
19,164
-1.9%
0.05%
-15.0%
Q4 2020$2,159,000
-0.3%
19,531
-0.1%
0.06%
-16.7%
Q3 2020$2,165,000
+26.2%
19,555
+26.3%
0.07%
+10.8%
Q2 2020$1,715,000
+151.5%
15,485
+150.9%
0.06%
+132.1%
Q4 2019$682,000
-47.7%
6,172
-47.7%
0.03%
-54.8%
Q3 2019$1,305,00011,8010.06%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders