FORVIS Wealth Advisors, LLC - 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
FORVIS Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$762,671
+33.9%
6,904
+33.9%
0.02%
+35.3%
Q2 2023$569,474
-44.6%
5,156
-44.5%
0.02%
-50.0%
Q1 2023$1,027,336
-48.2%
9,297
-48.5%
0.03%
-50.7%
Q4 2022$1,983,810
-35.6%
18,048
-35.6%
0.07%
-44.4%
Q3 2022$3,081,00028,0130.12%
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