STRATEGY ASSET MANAGERS LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
STRATEGY ASSET MANAGERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,344,185
-1.1%
12,168
-1.1%
0.35%
+16.6%
Q2 2023$1,359,479
-2.9%
12,309
-2.8%
0.30%
-11.4%
Q1 2023$1,399,794
+100387.7%
12,668
-0.0%
0.34%
-3.7%
Q4 2022$1,393
-99.9%
12,671
+0.2%
0.35%
-6.3%
Q3 2022$1,391,000
+223.5%
12,643
+223.5%
0.38%
+186.4%
Q2 2022$430,000
-78.1%
3,908
-78.1%
0.13%
-68.9%
Q1 2022$1,966,000
-5.8%
17,835
-5.6%
0.42%
-8.4%
Q3 2021$2,088,000
-10.6%
18,898
-10.6%
0.46%
-6.1%
Q2 2021$2,335,000
-9.4%
21,135
-9.4%
0.49%
-16.4%
Q1 2021$2,577,000
-20.9%
23,321
-20.8%
0.59%
-23.9%
Q4 2020$3,257,000
-10.6%
29,461
-10.5%
0.78%
-17.8%
Q3 2020$3,645,000
-73.2%
32,927
-73.2%
0.94%
-74.1%
Q2 2020$13,626,000
-15.1%
123,046
-14.9%
3.65%
-29.4%
Q1 2020$16,054,000
+77.5%
144,597
+76.6%
5.17%
+131.7%
Q4 2019$9,046,00081,8962.23%
Other shareholders
ISHARES TR shareholders Q1 2022
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