J.W. COLE ADVISORS, 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
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,940,271
+6.9%
53,773
+6.9%
0.44%
+10.6%
Q2 2023$5,555,013
-14.6%
50,294
-14.6%
0.40%
-14.5%
Q1 2023$6,505,221
-24.5%
58,871
-24.9%
0.46%
-30.2%
Q4 2022$8,616,879
+15.6%
78,392
+15.7%
0.66%
+6.6%
Q3 2022$7,451,000
-25.6%
67,740
-25.5%
0.62%
-22.2%
Q2 2022$10,015,000
+2570.7%
90,962
+2571.4%
0.80%
+3096.0%
Q1 2022$375,000
-10.7%
3,405
-10.4%
0.02%
-7.4%
Q4 2021$420,000
+70.7%
3,801
+70.4%
0.03%
+42.1%
Q2 2021$246,000
+17.7%
2,231
+18.0%
0.02%
-13.6%
Q4 2020$209,000
-95.8%
1,890
-95.7%
0.02%
-94.2%
Q3 2020$4,921,00044,4520.38%
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