Brinker Capital Investments, 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
Brinker Capital Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$258,422
-5.0%
2,351
-4.9%
0.01%
-16.7%
Q3 2022$272,000
-2.2%
2,472
-2.2%
0.01%
+20.0%
Q2 2022$278,000
-5.4%
2,528
-5.1%
0.01%0.0%
Q1 2022$294,0000.0%2,6640.0%0.01%
+25.0%
Q4 2021$294,0000.0%2,6640.0%0.00%
-20.0%
Q3 2021$294,0000.0%2,6640.0%0.01%
+25.0%
Q2 2021$294,0000.0%2,6640.0%0.00%0.0%
Q1 2021$294,0000.0%2,6640.0%0.00%
-20.0%
Q4 2020$294,000
-0.3%
2,6640.0%0.01%0.0%
Q3 2020$295,0000.0%2,6640.0%0.01%
-58.3%
Q2 2020$295,000
-20.3%
2,664
-20.1%
0.01%
-29.4%
Q1 2020$370,000
+25.9%
3,333
+25.1%
0.02%
+70.0%
Q4 2019$294,000
-0.3%
2,6640.0%0.01%0.0%
Q3 2019$295,000
-6.3%
2,664
-6.5%
0.01%0.0%
Q2 2019$315,000
-4.8%
2,848
-4.9%
0.01%
-9.1%
Q1 2019$331,000
-99.3%
2,994
-99.3%
0.01%
-99.3%
Q4 2018$47,993,000
+15135.9%
435,115
+15177.9%
1.68%
+16660.0%
Q3 2018$315,000
+0.3%
2,848
+0.1%
0.01%0.0%
Q2 2018$314,000
-77.5%
2,846
-77.5%
0.01%
-77.8%
Q1 2018$1,395,000
+344.3%
12,643
+343.9%
0.04%
+350.0%
Q4 2017$314,000
-2.8%
2,848
-2.6%
0.01%
-9.1%
Q3 2017$323,000
+11.0%
2,924
+10.9%
0.01%0.0%
Q2 2017$291,0002,636
+131700.0%
0.01%
Q1 2017$020.0%0.00%
Q4 2016$020.0%0.00%
Q3 2016$020.0%0.00%
Q2 2016$020.0%0.00%
Q1 2016$0
-100.0%
2
-99.6%
0.00%
-100.0%
Q4 2015$62,000
+6100.0%
564
+5540.0%
0.00%
Q3 2015$1,000
-99.9%
10
-99.9%
0.00%
-100.0%
Q3 2013$1,985,000
+0.1%
18,0000.0%0.08%
-3.6%
Q2 2013$1,984,00018,0000.08%
Other shareholders
ISHARES TR shareholders Q3 2021
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