SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 394 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$263,471
+17.7%
2,385
+17.7%
0.01%
+16.7%
Q2 2023$223,772
+6.8%
2,026
+6.9%
0.01%0.0%
Q1 2023$209,508
-27.5%
1,896
-27.9%
0.01%
-25.0%
Q4 2022$289,090
+4.0%
2,630
+4.0%
0.01%
-20.0%
Q3 2022$278,0000.0%2,5280.0%0.01%
+11.1%
Q2 2022$278,000
-1.1%
2,528
-0.7%
0.01%
+12.5%
Q1 2022$281,000
-1.1%
2,545
-1.0%
0.01%
-11.1%
Q4 2021$284,000
+1.1%
2,571
+1.0%
0.01%
-10.0%
Q3 2021$281,0000.0%2,546
+0.0%
0.01%
-9.1%
Q2 2021$281,0000.0%2,5450.0%0.01%
-8.3%
Q1 2021$281,000
+0.7%
2,545
+0.7%
0.01%
-7.7%
Q4 2020$279,000
-18.9%
2,528
-18.6%
0.01%
-27.8%
Q3 2020$344,000
-66.9%
3,104
-66.9%
0.02%
-71.4%
Q2 2020$1,039,000
-15.4%
9,378
-15.2%
0.06%
-40.6%
Q1 2020$1,228,000
+128.7%
11,060
+127.5%
0.11%
+165.0%
Q4 2019$537,000
-3.9%
4,862
-3.8%
0.04%
-13.0%
Q3 2019$559,000
-31.2%
5,054
-31.2%
0.05%
-34.3%
Q2 2019$813,000
+104.3%
7,343
+104.2%
0.07%
+105.9%
Q1 2019$398,000
-19.6%
3,596
-19.9%
0.03%
-26.1%
Q4 2018$495,000
+29.6%
4,488
+29.9%
0.05%
+17.9%
Q3 2018$382,000
+10.7%
3,456
+10.5%
0.04%
+2.6%
Q2 2018$345,0003,1280.04%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders