WHITTIER TRUST CO - ISHARES TR ownership

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
WHITTIER TRUST CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$100,306
+85.3%
908
+85.3%
0.00%
+100.0%
Q2 2023$54,120
-12.1%
490
-12.0%
0.00%0.0%
Q1 2023$61,548
-53.6%
557
-53.9%
0.00%
-66.7%
Q4 2022$132,672
-1.0%
1,207
-1.2%
0.00%0.0%
Q3 2022$134,000
+65.4%
1,222
+66.9%
0.00%
+50.0%
Q2 2022$81,0000.0%7320.0%0.00%
+100.0%
Q1 2022$81,0000.0%7320.0%0.00%0.0%
Q4 2021$81,000
+12.5%
732
+12.6%
0.00%0.0%
Q3 2021$72,0000.0%6500.0%0.00%0.0%
Q2 2021$72,0000.0%6500.0%0.00%0.0%
Q1 2021$72,0000.0%6500.0%0.00%
-50.0%
Q4 2020$72,0000.0%6500.0%0.00%0.0%
Q3 2020$72,0000.0%6500.0%0.00%0.0%
Q2 2020$72,0000.0%6500.0%0.00%0.0%
Q1 2020$72,0000.0%6500.0%0.00%0.0%
Q4 2019$72,0000.0%6500.0%0.00%0.0%
Q3 2019$72,0000.0%6500.0%0.00%0.0%
Q2 2019$72,0000.0%6500.0%0.00%0.0%
Q1 2019$72,0000.0%6500.0%0.00%0.0%
Q4 2018$72,0000.0%6500.0%0.00%0.0%
Q3 2018$72,0000.0%6500.0%0.00%0.0%
Q2 2018$72,0000.0%6500.0%0.00%0.0%
Q1 2018$72,0000.0%6500.0%0.00%
-33.3%
Q4 2017$72,0000.0%6500.0%0.00%0.0%
Q3 2017$72,0000.0%6500.0%0.00%0.0%
Q2 2017$72,0000.0%6500.0%0.00%0.0%
Q1 2017$72,0000.0%6500.0%0.00%0.0%
Q4 2016$72,0006500.00%
Other shareholders
ISHARES TR shareholders Q3 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