GOULD ASSET MANAGEMENT LLC /CA/ - 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
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,905,140
+79.8%
26,298
+79.8%
0.82%
+81.8%
Q2 2023$1,615,663
-6.5%
14,628
-6.4%
0.45%
-8.3%
Q1 2023$1,727,668
-4.9%
15,635
-5.4%
0.49%
-9.9%
Q4 2022$1,816,318
+1.1%
16,524
+1.2%
0.55%
-10.5%
Q3 2022$1,796,000
+4.0%
16,329
+4.1%
0.61%
+9.7%
Q2 2022$1,727,000
+448.3%
15,690
+450.5%
0.56%
+473.2%
Q3 2021$315,000
+4.3%
2,850
+4.4%
0.10%
+12.8%
Q2 2021$302,000
+24.8%
2,730
+24.7%
0.09%
+16.2%
Q1 2021$242,000
-86.3%
2,190
-86.3%
0.07%
-88.0%
Q2 2020$1,767,000
-84.1%
15,955
-84.1%
0.62%
-85.4%
Q1 2020$11,106,000
+1798.5%
100,040
+1787.5%
4.23%
+2082.0%
Q4 2019$585,0005,3000.19%
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