Transamerica Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 150 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10.0%10.0%0.00%
Q2 2023$10.0%10.0%0.00%
Q1 2023$10.0%10.0%0.00%
Q4 2022$1
-99.9%
10.0%0.00%
Q3 2022$1,0000.0%10.0%0.00%
Q2 2022$1,0000.0%1
-66.7%
0.00%
Q2 2019$1,000
-66.7%
3
-88.0%
0.00%
-100.0%
Q4 2018$3,000
-81.2%
25
-81.9%
0.00%
-66.7%
Q3 2018$16,000
-88.0%
138
-88.5%
0.00%
-89.7%
Q2 2018$133,0000.0%1,1970.0%0.03%
+45.0%
Q1 2018$133,000
+51.1%
1,197
+50.0%
0.02%
+66.7%
Q4 2017$88,000
+95.6%
798
+100.0%
0.01%
+100.0%
Q3 2017$45,000
+4400.0%
399
+39800.0%
0.01%
Q2 2017$1,0000.0%10.0%0.00%
Q1 2017$1,0000.0%10.0%0.00%
Q4 2016$1,0000.0%10.0%0.00%
Q3 2016$1,0000.0%10.0%0.00%
Q2 2016$1,0000.0%10.0%0.00%
Q1 2016$1,000
-98.8%
1
-99.9%
0.00%
-100.0%
Q4 2015$86,000
-99.9%
779
-99.9%
0.01%
-99.9%
Q3 2015$59,478,000
+549.0%
539,188
+548.9%
4.77%
+627.6%
Q2 2015$9,164,000
-95.6%
83,090
-95.6%
0.66%
-95.5%
Q1 2015$207,846,000
+1371.1%
1,884,878
+1370.9%
14.49%
+1205.1%
Q4 2014$14,129,000
+152.6%
128,148
+152.6%
1.11%
+119.8%
Q3 2014$5,593,000
+124.1%
50,730
+124.1%
0.50%
+132.7%
Q2 2014$2,496,000
-69.1%
22,634
-69.1%
0.22%
-73.0%
Q1 2014$8,082,000
+11.0%
73,288
+11.0%
0.80%
+1.5%
Q4 2013$7,278,000
+49.7%
66,010
+49.8%
0.79%
+25.4%
Q3 2013$4,861,000
-56.8%
44,078
-56.8%
0.63%
-65.7%
Q2 2013$11,246,000102,0301.84%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 54,968$6,061,0005.65%
SFMG, LLC 211,758$23,340,0005.32%
Quantitative Advantage, LLC 163,672$18,040,0005.13%
Horizon Investments, LLC 591,733$65,221,0005.13%
CURIAN CAPITAL LLC 536,650$59,150,0004.38%
AMERICAN ASSET MANAGEMENT INC. 28,000$3,086,0002.92%
HT Partners LLC 32,870$3,623,0002.35%
JAMES INVESTMENT RESEARCH INC 855,408$94,283,0002.33%
Milliman Financial Risk Management LLC 1,921,514$211,789,0002.22%
CEDAR CAPITAL, LLC 77,085$8,496,0001.90%
View complete list of ISHARES TR shareholders