Lee Financial Co - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

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 2022
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