IMA Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 347 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$884
-57.9%
8
-57.9%
0.00%
-100.0%
Q1 2023$2,100
-57.5%
19
-57.8%
0.00%0.0%
Q4 2022$4,946
-17.6%
45
-10.0%
0.00%
-50.0%
Q3 2022$6,000
-14.3%
50
-19.4%
0.00%0.0%
Q2 2022$7,000
+16.7%
62
+8.8%
0.00%
+100.0%
Q1 2022$6,0000.0%570.0%0.00%0.0%
Q4 2021$6,0000.0%570.0%0.00%0.0%
Q3 2021$6,0000.0%570.0%0.00%0.0%
Q2 2021$6,0000.0%570.0%0.00%0.0%
Q1 2021$6,0000.0%570.0%0.00%
-50.0%
Q4 2020$6,0000.0%570.0%0.00%0.0%
Q3 2020$6,0000.0%570.0%0.00%0.0%
Q2 2020$6,000
-45.5%
57
-44.7%
0.00%
-60.0%
Q1 2020$11,0000.0%1030.0%0.01%
+25.0%
Q4 2019$11,0000.0%1030.0%0.00%0.0%
Q3 2019$11,0000.0%1030.0%0.00%0.0%
Q2 2019$11,0000.0%1030.0%0.00%0.0%
Q1 2019$11,0000.0%1030.0%0.00%
-20.0%
Q4 2018$11,0000.0%1030.0%0.01%
+25.0%
Q3 2018$11,0000.0%1030.0%0.00%
-20.0%
Q2 2018$11,0001030.01%
Other shareholders
ISHARES TR shareholders Q3 2019
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