Sigma Planning Corp - 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
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$305,731
+44.7%
2,767
+44.7%
0.01%
+37.5%
Q2 2023$211,224
-87.6%
1,912
-87.7%
0.01%
-86.9%
Q4 2022$1,705,297
+60.7%
15,513
+60.8%
0.06%
+52.5%
Q3 2022$1,061,000
+9.2%
9,648
+9.3%
0.04%
+17.6%
Q2 2022$972,000
-6.3%
8,826
-6.1%
0.03%
+9.7%
Q1 2022$1,037,000
+6.2%
9,401
+6.4%
0.03%
+14.8%
Q4 2021$976,000
+8.0%
8,839
+8.0%
0.03%0.0%
Q3 2021$904,000
-0.6%
8,182
-0.5%
0.03%0.0%
Q2 2021$909,000
+10.0%
8,224
+10.0%
0.03%
+3.8%
Q1 2021$826,000
+24.8%
7,478
+24.8%
0.03%
+13.0%
Q4 2020$662,000
+42.7%
5,991
+42.9%
0.02%
+27.8%
Q3 2020$464,000
-45.0%
4,191
-44.9%
0.02%
-51.4%
Q2 2020$843,000
+45.1%
7,612
+45.5%
0.04%
+8.8%
Q1 2020$581,000
+57.0%
5,233
+56.1%
0.03%
+112.5%
Q4 2019$370,000
-72.6%
3,352
-72.6%
0.02%
-75.4%
Q3 2019$1,352,000
+391.6%
12,219
+392.3%
0.06%
+364.3%
Q2 2019$275,000
-26.7%
2,482
-26.8%
0.01%
-33.3%
Q1 2019$375,000
-69.7%
3,389
-69.8%
0.02%
-76.7%
Q4 2018$1,238,000
+196.9%
11,220
+196.9%
0.09%
+260.0%
Q3 2018$417,000
+62.3%
3,779
+62.1%
0.02%
+47.1%
Q2 2018$257,000
-16.0%
2,331
-16.0%
0.02%
-22.7%
Q1 2018$306,000
-20.3%
2,774
-20.4%
0.02%
-26.7%
Q4 2017$384,000
-20.7%
3,485
-20.4%
0.03%
-25.0%
Q3 2017$484,000
+26.0%
4,380
+25.8%
0.04%
+11.1%
Q2 2017$384,000
+23.5%
3,483
+23.4%
0.04%
+5.9%
Q4 2016$311,000
+13.9%
2,823
+14.1%
0.03%
+6.2%
Q3 2016$273,0002,4750.03%
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