Chesley Taft & Associates LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Chesley Taft & Associates LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$210,000
-58.7%
1,900
-58.7%
0.01%
-62.1%
Q3 2021$508,000
-13.3%
4,600
-13.2%
0.03%
-14.7%
Q2 2021$586,000
-31.1%
5,300
-31.2%
0.03%
-33.3%
Q1 2021$851,000
-24.2%
7,700
-24.1%
0.05%
-29.2%
Q4 2020$1,122,000
+4.0%
10,150
+4.1%
0.07%
-6.5%
Q3 2020$1,079,000
-5.8%
9,750
-5.8%
0.08%
-11.5%
Q2 2020$1,146,000
+61.2%
10,350
+61.7%
0.09%
+33.8%
Q1 2020$711,000
+92.2%
6,400
+91.0%
0.06%
+140.7%
Q4 2019$370,000
-0.3%
3,3500.0%0.03%
-6.9%
Q3 2019$371,0000.0%3,3500.0%0.03%0.0%
Q2 2019$371,000
+0.3%
3,3500.0%0.03%
-6.5%
Q1 2019$370,000
+22.1%
3,350
+21.8%
0.03%
+6.9%
Q4 2018$303,000
+37.1%
2,750
+37.5%
0.03%
+61.1%
Q3 2018$221,0002,0000.02%
Other shareholders
ISHARES TR shareholders Q4 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