ProVise Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
ProVise Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$339,788
+49.7%
3,075
+50.0%
0.03%
+39.1%
Q2 2021$227,000
-84.4%
2,050
-84.4%
0.02%
-85.4%
Q1 2021$1,453,000
-5.9%
13,150
-5.8%
0.16%
-11.8%
Q4 2020$1,544,000
-0.1%
13,9650.0%0.18%
-14.0%
Q3 2020$1,546,0000.0%13,9650.0%0.21%
-6.8%
Q2 2020$1,546,000
-0.3%
13,9650.0%0.22%
-14.6%
Q1 2020$1,550,000
-17.3%
13,965
-17.7%
0.26%
+12.6%
Q4 2019$1,874,000
-0.2%
16,9650.0%0.23%
-7.2%
Q3 2019$1,877,0000.0%16,9650.0%0.25%
-0.8%
Q2 2019$1,877,000
+0.1%
16,9650.0%0.25%
-4.6%
Q1 2019$1,876,000
+22.2%
16,965
+21.9%
0.26%
+8.2%
Q4 2018$1,535,00013,9150.24%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders