TD AMERITRADE INVESTMENT MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
TD AMERITRADE INVESTMENT MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2023$2,223
-3.7%
20,128
-3.7%
0.02%0.0%
Q1 2023$2,309
+1.4%
20,892
+0.9%
0.02%
+4.3%
Q4 2022$2,276
-99.9%
20,708
-9.3%
0.02%
-8.0%
Q3 2022$2,510,000
-13.7%
22,822
-13.6%
0.02%
-3.8%
Q2 2022$2,909,000
-6.3%
26,423
-6.2%
0.03%
+13.0%
Q1 2022$3,105,000
-1.5%
28,162
-1.3%
0.02%
+4.5%
Q4 2021$3,151,000
+31.3%
28,542
+31.7%
0.02%
+10.0%
Q3 2021$2,399,000
+3.0%
21,672
+2.8%
0.02%
+17.6%
Q2 2021$2,330,000
-0.5%
21,089
-0.4%
0.02%
-5.6%
Q1 2021$2,341,0000.0%21,1830.0%0.02%0.0%
Q4 2020$2,341,000
-2.4%
21,183
-2.3%
0.02%
-10.0%
Q3 2020$2,399,000
-8.5%
21,672
-8.5%
0.02%
-9.1%
Q2 2020$2,623,000
+0.4%
23,684
+0.7%
0.02%
-8.3%
Q1 2020$2,612,000
-8.0%
23,522
-8.5%
0.02%
+9.1%
Q4 2019$2,839,000
+0.2%
25,702
+0.4%
0.02%
-4.3%
Q3 2019$2,833,000
+2.0%
25,609
+2.0%
0.02%0.0%
Q2 2019$2,778,000
+6.8%
25,106
+6.7%
0.02%
+4.5%
Q1 2019$2,601,000
+0.0%
23,527
-0.2%
0.02%
-8.3%
Q4 2018$2,600,000
+0.9%
23,574
+1.1%
0.02%
+14.3%
Q3 2018$2,576,000
+35.9%
23,320
+35.8%
0.02%
+31.2%
Q2 2018$1,896,000
-3.1%
17,169
-3.1%
0.02%
-23.8%
Q1 2018$1,957,000
-0.8%
17,727
-1.0%
0.02%
-4.5%
Q4 2017$1,973,000
-2.2%
17,902
-2.1%
0.02%
-12.0%
Q3 2017$2,018,000
-3.5%
18,280
-3.6%
0.02%
-10.7%
Q2 2017$2,091,000
-69.3%
18,957
-69.3%
0.03%
-72.0%
Q1 2017$6,813,000
+4.8%
61,748
+4.8%
0.10%
-7.4%
Q4 2016$6,500,000
-2.4%
58,929
-2.3%
0.11%
-5.3%
Q3 2016$6,659,000
+0.1%
60,298
+0.2%
0.11%
-8.1%
Q2 2016$6,650,000
+14.7%
60,207
+14.6%
0.12%
+6.9%
Q1 2016$5,800,000
-3.7%
52,553
-3.9%
0.12%
-6.5%
Q4 2015$6,025,000
-3.1%
54,661
-3.0%
0.12%
-6.8%
Q3 2015$6,217,000
-3.1%
56,357
-3.2%
0.13%
+0.8%
Q2 2015$6,418,000
+1.7%
58,193
+1.6%
0.13%
-2.2%
Q1 2015$6,313,000
-4.0%
57,250
-4.0%
0.14%
-10.6%
Q4 2014$6,574,000
-0.8%
59,631
-0.8%
0.15%
-6.2%
Q3 2014$6,627,000
-1.4%
60,106
-1.4%
0.16%
-5.3%
Q2 2014$6,724,000
+14.6%
60,982
+14.7%
0.17%
+3.7%
Q1 2014$5,865,000
-2.6%
53,184
-2.6%
0.16%
-10.9%
Q4 2013$6,021,000
-3.6%
54,610
-3.6%
0.18%
-13.2%
Q3 2013$6,244,000
+0.9%
56,626
+0.8%
0.21%
-8.2%
Q2 2013$6,191,00056,1740.23%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 2,749,018$303,547,00058.25%
Cornerstone Retirement Group, Inc. 1,508$300,560,00055.44%
Divergent Wealth Advisors 913,670$100,887,00020.44%
Manhattan West Asset Management, LLC 174,828$19,305,00011.57%
3EDGE Asset Management, LP 1,090,337$120,395,00010.31%
AGILIS PARTNERS LLC 174,126$19,227,0009.62%
QUATTRO FINANCIAL ADVISORS LLC 170,873$18,868,0006.67%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 885,159$97,739,0006.22%
Vise Technologies, Inc. 200,005$22,085,0005.98%
IronBridge Private Wealth, LLC 76,218$8,416,0004.38%
View complete list of ISHARES TR shareholders