AVANTAX ADVISORY SERVICES, INC. - 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
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,413,524
+6.7%
220,997
+6.7%
0.27%
+4.2%
Q2 2023$22,875,960
+8.6%
207,116
+8.7%
0.26%
+1.6%
Q1 2023$21,055,912
+5.3%
190,551
+4.8%
0.26%
-3.4%
Q4 2022$19,987,340
+606.5%
181,835
+607.0%
0.27%
+520.9%
Q3 2022$2,829,000
+71.5%
25,720
+71.7%
0.04%
+72.0%
Q2 2022$1,650,000
+281.9%
14,983
+282.2%
0.02%
+316.7%
Q1 2022$432,000
-15.3%
3,920
-15.2%
0.01%
-25.0%
Q4 2021$510,000
+22.6%
4,622
+22.9%
0.01%
+14.3%
Q3 2021$416,000
-25.7%
3,760
-25.8%
0.01%
-30.0%
Q2 2021$560,000
-8.5%
5,069
-8.8%
0.01%
-23.1%
Q1 2021$612,000
+31.3%
5,559
+31.6%
0.01%
+18.2%
Q4 2020$466,000
-81.0%
4,224
-80.9%
0.01%
-71.8%
Q3 2020$2,448,000
+556.3%
22,156
+555.1%
0.04%
+254.5%
Q2 2020$373,000
-1.1%
3,382
-0.6%
0.01%0.0%
Q1 2020$377,000
+36.1%
3,404
+35.0%
0.01%
+83.3%
Q4 2019$277,0002,5220.01%
Other shareholders
ISHARES TR shareholders Q3 2023
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