GRIMES & COMPANY, INC. - 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
GRIMES & COMPANY, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$770,842
-13.0%
6,978
-13.1%
0.03%
-3.2%
Q2 2023$886,448
-41.9%
8,026
-41.8%
0.03%
-50.0%
Q1 2023$1,524,501
-99.6%
13,796
-99.6%
0.06%
-99.6%
Q4 2022$343,573,243
+28.7%
3,125,666
+28.8%
14.50%
+4.1%
Q3 2022$267,015,000
-11.1%
2,427,411
-11.0%
13.93%
-8.0%
Q2 2022$300,412,000
+44274.0%
2,728,540
+44527.7%
15.15%
+35127.9%
Q3 2020$677,000
-60.3%
6,114
-60.3%
0.04%
-63.6%
Q2 2020$1,705,000
-98.8%
15,397
-98.8%
0.12%
-99.1%
Q1 2020$146,116,000
-32.2%
1,316,124
-32.4%
13.34%
-13.1%
Q3 2019$215,434,000
+35.5%
1,947,516
+35.6%
15.35%
+27.2%
Q2 2019$158,954,000
+30292.7%
1,436,547
+30251.7%
12.06%
+29322.0%
Q1 2019$523,000
-99.8%
4,733
-99.8%
0.04%
-99.8%
Q4 2018$250,297,000
+153.2%
2,269,240
+153.5%
24.43%
+208.6%
Q3 2018$98,857,000
+57.2%
895,124
+57.2%
7.92%
+42.4%
Q2 2018$62,884,000569,3925.56%
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