ENVESTNET ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$183,316,876
-55.7%
1,659,427
-55.7%
0.08%
-54.1%
Q2 2023$413,633,474
-13.3%
3,744,984
-13.3%
0.18%
-20.1%
Q1 2023$477,026,833
+9.7%
4,316,985
+9.1%
0.23%
+1.8%
Q4 2022$434,791,289
-32.7%
3,955,525
-32.7%
0.22%
-39.0%
Q3 2022$646,285,000
+10.0%
5,875,319
+10.1%
0.37%
+12.5%
Q2 2022$587,326,000
+22.7%
5,334,481
+22.9%
0.33%
+36.1%
Q1 2022$478,665,000
+16.5%
4,341,635
+16.7%
0.24%
+18.7%
Q4 2021$410,800,000
+18.3%
3,720,344
+18.3%
0.20%
+6.3%
Q3 2021$347,351,000
+1.8%
3,144,306
+1.8%
0.19%
-1.5%
Q2 2021$341,266,000
+6.4%
3,088,660
+6.4%
0.19%
-6.7%
Q1 2021$320,722,000
+1.2%
2,902,200
+1.2%
0.21%
-13.0%
Q4 2020$316,956,000
+11.6%
2,867,606
+11.8%
0.24%
-4.8%
Q3 2020$283,997,000
-8.0%
2,565,466
-8.0%
0.25%
-16.9%
Q2 2020$308,653,000
+57.7%
2,787,190
+58.1%
0.30%
+30.2%
Q1 2020$195,780,000
+191.5%
1,763,470
+190.1%
0.23%
+226.8%
Q4 2019$67,156,000
+6.4%
607,963
+6.6%
0.07%
+2.9%
Q3 2019$63,110,000
+2.5%
570,515
+2.5%
0.07%
-11.5%
Q2 2019$61,577,000
-12.6%
556,503
-12.7%
0.08%
-19.6%
Q1 2019$70,484,000
-65.3%
637,458
-65.4%
0.10%
-69.1%
Q4 2018$203,118,000
+3441.1%
1,841,501
+3445.4%
0.31%
+3040.0%
Q3 2018$5,736,000
-62.3%
51,940
-62.3%
0.01%
-71.4%
Q2 2018$15,218,000
+3.6%
137,758
+3.5%
0.04%
-16.7%
Q1 2018$14,685,000
+112.6%
133,138
+112.5%
0.04%
+180.0%
Q4 2017$6,908,000
+0.7%
62,660
+0.8%
0.02%
-6.2%
Q3 2017$6,863,000
-9.1%
62,152
-9.2%
0.02%
-23.8%
Q2 2017$7,554,000
-2.2%
68,463
-2.1%
0.02%
-16.0%
Q1 2017$7,720,000
-14.5%
69,954
-14.5%
0.02%
-24.2%
Q4 2016$9,032,000
-46.8%
81,865
-46.7%
0.03%
-50.0%
Q3 2016$16,974,000
-11.3%
153,705
-11.3%
0.07%
-13.2%
Q2 2016$19,135,000
-8.2%
173,246
-8.3%
0.08%
-15.6%
Q1 2016$20,851,000
-34.2%
188,934
-34.3%
0.09%
-37.5%
Q4 2015$31,710,000
-3.8%
287,697
-3.7%
0.14%
-12.2%
Q3 2015$32,963,000
+25.5%
298,821
+25.5%
0.16%
+31.2%
Q2 2015$26,256,000
-68.8%
238,062
-68.8%
0.12%
-71.3%
Q1 2015$84,248,000
+240.3%
764,017
+240.3%
0.44%
+73.0%
Q4 2014$24,756,000
+79.8%
224,540
+79.8%
0.25%
+81.3%
Q3 2014$13,771,000
+31.2%
124,905
+31.3%
0.14%
+27.5%
Q2 2014$10,493,000
-71.5%
95,161
-71.5%
0.11%
-73.3%
Q1 2014$36,861,000
+82.6%
334,276
+82.6%
0.41%
+76.6%
Q4 2013$20,182,000
+76.0%
183,055
+76.1%
0.23%
+65.0%
Q3 2013$11,465,000
-73.6%
103,978
-73.6%
0.14%
-75.0%
Q2 2013$43,399,000393,7480.56%
Other shareholders
ISHARES TR shareholders Q3 2021
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