Meristem Family Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Meristem Family Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$2,339,000
-0.2%
21,1700.0%0.47%
-21.6%
Q3 2020$2,344,000
-1.1%
21,170
-1.1%
0.60%
-7.5%
Q2 2020$2,371,000
-0.3%
21,4100.0%0.65%
-11.1%
Q1 2020$2,377,000
+31.0%
21,410
+30.3%
0.73%
+63.5%
Q4 2019$1,815,000
-0.2%
16,4350.0%0.45%
-9.0%
Q3 2019$1,818,000
+14.2%
16,435
+14.3%
0.49%
+1.0%
Q2 2019$1,592,00014,3850.49%
Other shareholders
ISHARES TR shareholders Q4 2020
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