COLDSTREAM CAPITAL MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
COLDSTREAM CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$647,797
-19.7%
5,864
-19.7%
0.02%
-19.2%
Q2 2023$806,948
+144.6%
7,306
+144.7%
0.03%
+136.4%
Q1 2023$329,953
+9.3%
2,986
+8.7%
0.01%0.0%
Q4 2022$301,840
-74.6%
2,746
-74.6%
0.01%
-54.2%
Q2 2022$1,190,000
+134.7%
10,804
+135.1%
0.02%
+41.2%
Q1 2022$507,0000.0%4,5960.0%0.02%
+6.2%
Q4 2021$507,000
-1.2%
4,596
-0.8%
0.02%
-36.0%
Q3 2021$513,000
+0.2%
4,6340.0%0.02%
+19.0%
Q2 2021$512,0000.0%4,6340.0%0.02%
-30.0%
Q1 2021$512,0000.0%4,6340.0%0.03%
-3.2%
Q4 2020$512,000
-0.2%
4,6340.0%0.03%
-27.9%
Q3 2020$513,000
-6.9%
4,634
-6.8%
0.04%
-12.2%
Q2 2020$551,000
+108.7%
4,974
+109.2%
0.05%
+69.0%
Q1 2020$264,000
-50.9%
2,378
-51.2%
0.03%
-34.1%
Q4 2019$538,000
-58.7%
4,875
-58.7%
0.04%
-65.1%
Q4 2018$1,303,000
+545.0%
11,811
+546.5%
0.13%
+384.6%
Q2 2017$202,0001,8270.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders