WEALTHCARE CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
WEALTHCARE CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$513,244
+0.0%
4,6460.0%0.06%
+5.0%
Q2 2023$513,151
-0.0%
4,6460.0%0.06%
-4.8%
Q1 2023$513,383
+0.5%
4,6460.0%0.06%
-3.1%
Q4 2022$510,688
-0.1%
4,6460.0%0.06%0.0%
Q3 2022$511,000
-0.2%
4,6460.0%0.06%
+16.1%
Q2 2022$512,0000.0%4,6460.0%0.06%
+12.0%
Q1 2022$512,000
-0.2%
4,6460.0%0.05%
+6.4%
Q4 2021$513,0000.0%4,6460.0%0.05%
-6.0%
Q3 2021$513,0000.0%4,6460.0%0.05%
+2.0%
Q2 2021$513,000
+12.0%
4,646
+12.1%
0.05%
+6.5%
Q1 2021$458,0000.0%4,1460.0%0.05%
-4.2%
Q4 2020$458,000
-0.2%
4,1460.0%0.05%
-7.7%
Q3 2020$459,0000.0%4,1460.0%0.05%
-7.1%
Q2 2020$459,000
-0.2%
4,1460.0%0.06%
-9.7%
Q1 2020$460,000
+0.4%
4,1460.0%0.06%
+12.7%
Q4 2019$458,000
-0.2%
4,1460.0%0.06%
-1.8%
Q3 2019$459,0000.0%4,1460.0%0.06%
-11.1%
Q2 2019$459,000
+0.2%
4,1460.0%0.06%
-3.1%
Q1 2019$458,000
+0.2%
4,1460.0%0.06%
-8.5%
Q4 2018$457,000
-0.2%
4,1460.0%0.07%
+31.5%
Q3 2018$458,0000.0%4,1460.0%0.05%
+3.8%
Q2 2018$458,000
+1596.3%
4,146
+1592.2%
0.05%
+1633.3%
Q1 2018$27,0000.0%2450.0%0.00%0.0%
Q4 2017$27,000
+35.0%
245
+34.6%
0.00%
+50.0%
Q3 2017$20,000
+300.0%
182
+333.3%
0.00%
+100.0%
Q1 2015$5,000420.00%
Other shareholders
ISHARES TR shareholders Q4 2022
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