Janney Montgomery Scott LLC - 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
Janney Montgomery Scott LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,161
+33.4%
209,653
+33.3%
0.09%
+41.0%
Q2 2023$17,368
+19.9%
157,249
+19.9%
0.06%
+3.4%
Q1 2023$14,489
+7.5%
131,125
+6.9%
0.06%
+11.3%
Q4 2022$13,483
-99.8%
122,659
+81.6%
0.05%
+65.6%
Q3 2022$7,428,000
-0.5%
67,525
-0.5%
0.03%
-5.9%
Q2 2022$7,466,000
+4.1%
67,840
+4.3%
0.03%
+9.7%
Q1 2022$7,171,000
+0.2%
65,039
+0.4%
0.03%
+10.7%
Q4 2021$7,156,000
+2.2%
64,805
+2.2%
0.03%
-6.7%
Q3 2021$7,001,000
-3.9%
63,381
-3.8%
0.03%
-6.2%
Q2 2021$7,282,000
+17.3%
65,906
+17.3%
0.03%
+6.7%
Q1 2021$6,207,000
+7.3%
56,164
+7.3%
0.03%
+7.1%
Q4 2020$5,786,000
-39.0%
52,349
-38.9%
0.03%
-48.1%
Q3 2020$9,491,000
-33.6%
85,732
-33.6%
0.05%
-40.0%
Q2 2020$14,290,000
+41.5%
129,036
+41.8%
0.09%
+12.5%
Q1 2020$10,100,000
+7.5%
90,976
+7.0%
0.08%
+29.0%
Q4 2019$9,393,000
+58.3%
85,032
+58.6%
0.06%
+44.2%
Q3 2019$5,932,000
-11.1%
53,621
-11.0%
0.04%
-15.7%
Q2 2019$6,669,000
-22.9%
60,274
-22.9%
0.05%
-28.2%
Q1 2019$8,649,000
+48.5%
78,225
+48.2%
0.07%
+26.8%
Q4 2018$5,823,000
+1597.7%
52,790
+1600.7%
0.06%
+1766.7%
Q3 2018$343,000
-0.9%
3,104
-0.9%
0.00%0.0%
Q2 2018$346,000
-54.9%
3,131
-55.0%
0.00%
-62.5%
Q1 2018$768,000
-42.8%
6,956
-42.9%
0.01%
-42.9%
Q4 2017$1,343,000
-10.2%
12,187
-10.0%
0.01%
-17.6%
Q3 2017$1,496,000
+2.4%
13,548
+2.3%
0.02%
-5.6%
Q2 2017$1,461,000
+41.8%
13,240
+41.9%
0.02%
+28.6%
Q1 2017$1,030,000
-35.8%
9,333
-35.8%
0.01%
-41.7%
Q4 2016$1,604,000
+2.8%
14,540
+2.9%
0.02%
-11.1%
Q3 2016$1,560,000
-50.9%
14,127
-50.9%
0.03%
-58.5%
Q2 2016$3,180,000
+78.6%
28,782
+78.4%
0.06%
+38.3%
Q1 2016$1,781,000
-4.6%
16,137
-4.8%
0.05%
-2.1%
Q4 2015$1,867,000
-6.2%
16,942
-6.1%
0.05%
-14.3%
Q3 2015$1,990,000
-99.9%
18,043
-4.8%
0.06%
+27.3%
Q2 2015$2,090,712,000
+96961.8%
18,957
-2.9%
0.04%
+10.0%
Q1 2015$2,154,000
-99.9%
19,533
-10.0%
0.04%
-16.7%
Q4 2014$2,391,543,000
-0.6%
21,692
-0.6%
0.05%
-4.0%
Q3 2014$2,406,206,000
+5.8%
21,825
+5.8%
0.05%0.0%
Q2 2014$2,275,201,000
-4.2%
20,633
-4.2%
0.05%
-12.3%
Q1 2014$2,374,885,000
+44.4%
21,537
+44.4%
0.06%
+32.6%
Q4 2013$1,644,158,000
-19.3%
14,913
-19.3%
0.04%
-29.5%
Q3 2013$2,038,156,00018,4850.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 2,749,018$303,547,00058.25%
Cornerstone Retirement Group, Inc. 1,508$300,560,00055.44%
Divergent Wealth Advisors 913,670$100,887,00020.44%
Manhattan West Asset Management, LLC 174,828$19,305,00011.57%
3EDGE Asset Management, LP 1,090,337$120,395,00010.31%
AGILIS PARTNERS LLC 174,126$19,227,0009.62%
QUATTRO FINANCIAL ADVISORS LLC 170,873$18,868,0006.67%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 885,159$97,739,0006.22%
Vise Technologies, Inc. 200,005$22,085,0005.98%
IronBridge Private Wealth, LLC 76,218$8,416,0004.38%
View complete list of ISHARES TR shareholders