IMA Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

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 Q2 2022
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