B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,219,791
-11.5%
38,199
-11.5%
0.11%
+6.5%
Q2 2023$4,766,182
-5.5%
43,152
-5.5%
0.11%
-20.1%
Q1 2023$5,044,287
+0.9%
45,650
+0.4%
0.13%
-4.3%
Q4 2022$4,997,010
-13.8%
45,460
-13.8%
0.14%
-20.0%
Q3 2022$5,800,000
+329.9%
52,716
+330.5%
0.18%
+207.0%
Q2 2022$1,349,000
+45.4%
12,245
+45.6%
0.06%
+90.0%
Q1 2022$928,000
+88.2%
8,408
+88.4%
0.03%
+114.3%
Q4 2021$493,0000.0%4,4620.0%0.01%
-12.5%
Q3 2021$493,000
-91.1%
4,462
-91.1%
0.02%
-91.1%
Q2 2021$5,539,000
+658.8%
50,132
+659.5%
0.18%
+592.3%
Q1 2021$730,000
+96.2%
6,601
+96.6%
0.03%
+30.0%
Q4 2020$372,000
-77.8%
3,358
-77.8%
0.02%
-77.5%
Q3 2020$1,674,000
+0.4%
15,113
+0.3%
0.09%
-19.8%
Q2 2020$1,668,000
-40.7%
15,061
-40.5%
0.11%
-53.8%
Q1 2020$2,812,000
+461.3%
25,327
+458.6%
0.24%
+458.1%
Q4 2019$501,000
-48.3%
4,534
-48.2%
0.04%
-54.7%
Q3 2019$969,000
-0.7%
8,756
-0.7%
0.10%
-11.2%
Q2 2019$976,000
+7.8%
8,815
+7.7%
0.11%
-5.3%
Q1 2019$905,000
+12.6%
8,181
+12.4%
0.11%
-0.9%
Q4 2018$804,000
+10.7%
7,281
+10.8%
0.11%
+32.6%
Q3 2018$726,000
+4.3%
6,571
+4.4%
0.09%
-6.5%
Q2 2018$696,000
+12.3%
6,297
+12.2%
0.09%
+5.7%
Q1 2018$620,0005,6110.09%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders