Concert Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 139 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Concert Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$1,795,000
-19.3%
16,244
-19.2%
7.27%
+236.6%
Q2 2017$2,225,000
-27.6%
20,096
-28.0%
2.16%
+210.8%
Q1 2017$3,075,000
+36.3%
27,909
+36.6%
0.70%
+38.4%
Q4 2016$2,256,000
-47.5%
20,427
-47.6%
0.50%
-3.8%
Q3 2016$4,299,000
+85.3%
38,952
+85.5%
0.52%
+65.7%
Q2 2016$2,320,000
-46.8%
21,001
-46.8%
0.32%
-46.1%
Q1 2016$4,360,000
+1956.6%
39,468
+1961.0%
0.58%
+1985.7%
Q4 2015$212,000
-85.9%
1,915
-85.9%
0.03%
-86.2%
Q3 2015$1,499,00013,5760.20%
Other shareholders
ISHARES TR shareholders Q3 2017
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