Carlton Hofferkamp & Jenks Wealth Management, 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
Carlton Hofferkamp & Jenks Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,973,324
+8.8%
63,164
+8.5%
3.25%
+15.1%
Q2 2023$6,410,701
+0.2%
58,237
+0.3%
2.82%
-3.3%
Q1 2023$6,396,447
+3.3%
58,049
+3.4%
2.92%
+7.3%
Q4 2022$6,189,376
+33.4%
56,134
+33.0%
2.72%
+24.1%
Q3 2022$4,641,000
+22.9%
42,214
+23.0%
2.19%
+26.4%
Q2 2022$3,777,000
+17.5%
34,333
+17.7%
1.73%
+31.7%
Q1 2022$3,215,000
+36.1%
29,177
+36.3%
1.32%
+32.4%
Q4 2021$2,362,000
+7.5%
21,405
+7.6%
1.00%
+12.7%
Q3 2021$2,197,000
-2.2%
19,895
-2.2%
0.88%
-8.8%
Q2 2021$2,247,000
-7.3%
20,338
-7.3%
0.97%
-10.2%
Q1 2021$2,423,000
-4.8%
21,929
-4.8%
1.08%
-13.9%
Q4 2020$2,546,000
-8.2%
23,040
-8.1%
1.25%
-13.8%
Q3 2020$2,774,000
-21.3%
25,067
-21.3%
1.45%
-27.7%
Q2 2020$3,525,000
-0.2%
31,838
-0.1%
2.01%
-7.4%
Q1 2020$3,533,000
-5.3%
31,858
-5.5%
2.17%
+3.3%
Q4 2019$3,730,000
+40.8%
33,727
+40.8%
2.10%
+28.8%
Q3 2019$2,649,000
+0.9%
23,952
+0.8%
1.63%
+2.8%
Q2 2019$2,626,000
+26.2%
23,751
+26.3%
1.58%
+21.6%
Q1 2019$2,080,00018,8081.30%
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