WBI INVESTMENTS, LLC - 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
WBI INVESTMENTS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,995,501
+3.9%
27,116
+3.8%
0.60%
+15.5%
Q2 2023$2,884,067
+230.9%
26,112
+231.0%
0.52%
+200.0%
Q1 2023$871,622
-89.2%
7,888
-89.2%
0.17%
-89.9%
Q4 2022$8,056,771
-14.7%
73,298
-16.2%
1.73%
-37.1%
Q3 2022$9,440,000
+258.0%
87,506
+260.8%
2.75%
+382.6%
Q2 2022$2,637,000
+222.4%
24,251
+222.7%
0.57%
+334.4%
Q4 2021$818,000
+62.6%
7,515
+65.1%
0.13%
+70.1%
Q2 2021$503,000
-97.0%
4,553
-97.0%
0.08%
-97.5%
Q1 2020$16,605,000
+7119.6%
149,567
+7070.0%
3.14%
+12452.0%
Q4 2019$230,000
-87.0%
2,086
-86.9%
0.02%
-81.6%
Q1 2019$1,767,000
-86.6%
15,980
-86.6%
0.14%
-90.8%
Q4 2018$13,153,000119,2511.48%
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