WHITTIER TRUST CO - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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 2023
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