Crestwood Advisors Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Crestwood Advisors Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$617,527
-51.3%
5,590
-51.3%
0.02%
-60.0%
Q2 2023$1,269,071
+435.5%
11,490
+435.7%
0.04%
+400.0%
Q4 2020$237,000
-31.9%
2,145
-31.8%
0.01%
-38.5%
Q3 2020$348,0000.0%3,1450.0%0.01%
-7.1%
Q2 2020$348,000
-0.3%
3,1450.0%0.01%
-17.6%
Q1 2020$349,000
+0.6%
3,1450.0%0.02%
+21.4%
Q4 2019$347,000
-0.3%
3,1450.0%0.01%
-6.7%
Q3 2019$348,0000.0%3,1450.0%0.02%
-6.2%
Q2 2019$348,0000.0%3,1450.0%0.02%
-36.0%
Q1 2019$348,0003,1450.02%
Other shareholders
ISHARES TR shareholders Q3 2023
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