Avidian Wealth Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$278,000
-4.1%
2,529
-4.0%
0.02%
+11.1%
Q1 2022$290,000
-2.7%
2,634
-2.5%
0.02%
-5.3%
Q4 2021$298,000
-8.0%
2,702
-7.8%
0.02%
-24.0%
Q3 2021$324,000
+8.7%
2,930
+8.8%
0.02%
+8.7%
Q2 2021$298,000
-35.9%
2,693
-36.0%
0.02%
-42.5%
Q1 2021$465,000
-9.9%
4,211
-9.8%
0.04%
-18.4%
Q4 2020$516,000
-0.2%
4,6700.0%0.05%
+25.6%
Q3 2020$517,000
-0.4%
4,670
-0.3%
0.04%
-44.3%
Q2 2020$519,000
-58.3%
4,684
-58.2%
0.07%
-65.0%
Q1 2020$1,244,000
+190.7%
11,203
+189.0%
0.20%
+227.9%
Q4 2019$428,000
+8.4%
3,877
+8.6%
0.06%
-6.2%
Q3 2019$395,000
+9.7%
3,570
+9.6%
0.06%
-23.5%
Q2 2019$360,000
-24.4%
3,258
-24.3%
0.08%
-19.8%
Q1 2019$476,000
+50.2%
4,304
+49.9%
0.11%
-4.5%
Q4 2018$317,000
-12.9%
2,871
-12.9%
0.11%
-2.6%
Q3 2018$364,000
+38.4%
3,298
+38.6%
0.11%
+37.3%
Q2 2018$263,000
+13.9%
2,380
+13.8%
0.08%
+7.8%
Q1 2018$231,0002,0910.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders