WBI INVESTMENTS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

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 Q2 2022
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