HighTower Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 459 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
HighTower Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$34,845,000
-4.8%
315,339
-4.8%
0.06%
-9.7%
Q2 2023$36,587,000
+2.2%
331,170
+2.2%
0.07%
-7.7%
Q1 2023$35,808,000
-16.9%
323,989
-17.4%
0.08%
-21.2%
Q4 2022$43,106,000
+12.9%
392,350
+13.0%
0.10%
-2.9%
Q3 2022$38,194,000
-26.1%
347,069
-26.0%
0.10%
-23.3%
Q2 2022$51,671,000
+7.2%
469,143
+7.3%
0.13%
+24.3%
Q1 2022$48,203,000
+87.1%
437,082
+87.4%
0.11%
+91.1%
Q4 2021$25,766,000
+4.3%
233,294
+4.4%
0.06%
-15.2%
Q3 2021$24,694,000
+16.2%
223,529
+16.2%
0.07%
+6.5%
Q2 2021$21,260,000
+13.0%
192,443
+13.0%
0.06%
+5.1%
Q1 2021$18,813,000
-1.2%
170,238
-1.2%
0.06%
-25.3%
Q4 2020$19,040,000
+311.1%
172,254
+311.4%
0.08%
+259.1%
Q3 2020$4,632,000
-72.9%
41,867
-72.9%
0.02%
-76.3%
Q2 2020$17,073,000
+292.7%
154,486
+294.4%
0.09%
+232.1%
Q1 2020$4,348,000
-9.3%
39,174
-9.7%
0.03%0.0%
Q4 2019$4,792,000
-4.7%
43,403
-4.5%
0.03%
+3.7%
Q3 2019$5,026,000
+0.3%
45,445
+0.3%
0.03%
-10.0%
Q2 2019$5,010,000
+12.9%
45,304
+12.8%
0.03%0.0%
Q1 2019$4,439,000
-34.1%
40,152
-34.2%
0.03%
-42.3%
Q4 2018$6,741,000
+37.3%
61,051
+37.4%
0.05%
+48.6%
Q3 2018$4,911,000
-23.6%
44,438
-23.7%
0.04%
-30.0%
Q2 2018$6,432,000
-13.7%
58,220
-13.8%
0.05%
-19.4%
Q1 2018$7,457,000
+215.0%
67,560
+215.0%
0.06%
+226.3%
Q4 2017$2,367,000
+362.3%
21,450
+362.9%
0.02%
+375.0%
Q3 2017$512,000
-16.2%
4,634
-16.2%
0.00%
-20.0%
Q2 2017$611,000
+14.8%
5,532
+14.8%
0.01%0.0%
Q1 2017$532,000
-21.3%
4,819
-21.3%
0.01%
-28.6%
Q4 2016$676,000
-86.2%
6,124
-86.2%
0.01%
-87.7%
Q3 2016$4,904,000
-2.4%
44,425
-2.4%
0.06%
-10.9%
Q2 2016$5,024,000
-3.7%
45,496
-3.7%
0.06%
+276.5%
Q1 2016$5,218,000
-3.0%
47,268
-3.2%
0.02%
-73.4%
Q4 2015$5,379,000
-54.9%
48,806
-54.8%
0.06%
-59.5%
Q3 2015$11,914,000
+3845.0%
108,033
+3847.1%
0.16%
+3850.0%
Q1 2015$302,000
-94.1%
2,737
-94.1%
0.00%
-94.9%
Q4 2014$5,156,000
+15.5%
46,767
+15.5%
0.08%
+5.3%
Q3 2014$4,463,000
+1220.4%
40,485
+1221.3%
0.08%
+971.4%
Q1 2014$338,000
-91.4%
3,064
-91.4%
0.01%
-91.2%
Q4 2013$3,914,00035,4990.08%
Other shareholders
ISHARES TR shareholders Q4 2021
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