Stockman Wealth Management, 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
Stockman Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$573,0000.0%5,2000.0%0.15%
+22.7%
Q1 2022$573,000
-0.2%
5,2000.0%0.12%
+1.7%
Q4 2021$574,0000.0%5,2000.0%0.12%
-8.6%
Q3 2021$574,000
-0.2%
5,2000.0%0.13%
-6.6%
Q2 2021$575,0000.0%5,2000.0%0.14%
-14.4%
Q1 2021$575,0000.0%5,2000.0%0.16%
-9.1%
Q4 2020$575,000
+29.8%
5,200
+30.0%
0.18%
+8.6%
Q3 2020$443,0000.0%4,0000.0%0.16%
-2.4%
Q2 2020$443,000
-0.2%
4,0000.0%0.17%
-15.7%
Q1 2020$444,000
+0.5%
4,0000.0%0.20%
+25.5%
Q4 2019$442,0000.0%4,0000.0%0.16%
-7.1%
Q3 2019$442,000
-0.2%
4,0000.0%0.17%
-6.6%
Q2 2019$443,000
+0.2%
4,0000.0%0.18%
-6.2%
Q1 2019$442,000
-19.9%
4,000
-20.0%
0.19%
-26.9%
Q4 2018$552,0000.0%5,0000.0%0.26%
+10.9%
Q3 2018$552,0000.0%5,0000.0%0.24%
-5.9%
Q2 2018$552,0000.0%5,0000.0%0.25%0.0%
Q1 2018$552,000
-8.9%
5,000
-9.1%
0.25%
-7.0%
Q4 2017$606,000
-0.2%
5,5000.0%0.27%
-6.2%
Q3 2017$607,0000.0%5,5000.0%0.29%
-52.1%
Q2 2017$607,0000.0%5,5000.0%0.60%
+75.4%
Q1 2017$607,0000.0%5,5000.0%0.34%
-6.5%
Q4 2016$607,0000.0%5,5000.0%0.37%
-1.9%
Q3 2016$607,0005,5000.38%
Other shareholders
ISHARES TR shareholders Q4 2020
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