Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 187 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Lee Financial Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,856,567
-3.6%
170,694
-3.6%
3.51%
+2.5%
Q2 2023$19,562,463
-3.4%
177,116
-3.4%
3.43%
-1.4%
Q1 2023$20,252,772
+627.1%
183,283
+623.3%
3.48%
+631.6%
Q4 2022$2,785,373
+9504.7%
25,340
+9646.2%
0.48%
+9400.0%
Q1 2022$29,0000.0%2600.0%0.01%0.0%
Q4 2021$29,0000.0%2600.0%0.01%
-16.7%
Q3 2021$29,000
-46.3%
260
-46.8%
0.01%
-60.0%
Q2 2020$54,0000.0%4890.0%0.02%
-16.7%
Q1 2020$54,0000.0%4890.0%0.02%
+50.0%
Q4 2019$54,0000.0%4890.0%0.01%0.0%
Q3 2019$54,000
-84.9%
489
-84.9%
0.01%
-85.2%
Q2 2019$358,000
+17.8%
3,234
+17.8%
0.08%
+14.1%
Q1 2019$304,000
-18.9%
2,745
-19.4%
0.07%
-29.0%
Q4 2018$375,000
-0.3%
3,4040.0%0.10%
+8.7%
Q3 2018$376,000
+24.1%
3,404
+24.0%
0.09%
+29.6%
Q2 2018$303,0000.0%2,7450.0%0.07%
-7.8%
Q1 2018$303,0002,7450.08%
Other shareholders
ISHARES TR shareholders Q1 2018
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