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 ↓
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