IMA Advisory Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 348 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 Advisory Services, 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 ↓
IndexIQ Advisors LLC 247,920$27,333,0002.80%
ASSETMARK, INC 950,548$104,798,0002.48%
AMERICAN ASSET MANAGEMENT INC. 31,952$3,523,0002.43%
F-Squared Investment Management, LLC 636,096$70,130,0002.37%
SignalPoint Asset Management, LLC 26,608$2,934,0001.33%
WEDBUSH SECURITIES INC 46,724$5,151,0001.22%
Shamrock Asset Management LLC 26,507$2,922,0001.00%
Ifrah Financial Services, Inc. 22,481$2,479,0000.99%
Advisors Preferred, LLC 13,683$1,508,0000.83%
Transamerica Financial Advisors, Inc. 66,010$7,278,0000.79%
View complete list of ISHARES TR shareholders