Sonora Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 216 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Sonora Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$42,0000.0%3800.0%0.01%0.0%
Q2 2021$42,0000.0%3800.0%0.01%
+66.7%
Q1 2021$42,0000.0%3800.0%0.00%0.0%
Q4 2020$42,0000.0%3800.0%0.00%
-25.0%
Q3 2020$42,000
-41.7%
380
-41.5%
0.00%
-42.9%
Q2 2020$72,000
-28.7%
650
-28.2%
0.01%
-41.7%
Q1 2020$101,000
+260.7%
905
+254.9%
0.01%
+300.0%
Q4 2019$28,000
+33.3%
255
+34.2%
0.00%0.0%
Q2 2018$21,0001900.00%
Other shareholders
ISHARES TR shareholders Q2 2018
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