Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 459 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,689,477
+92.9%
33,398
+92.9%
0.66%
+105.9%
Q2 2023$1,912,557
-12.2%
17,316
-12.1%
0.32%
-22.4%
Q1 2023$2,177,796
+0.4%
19,709
-0.1%
0.42%
-8.8%
Q4 2022$2,169,646
-3.6%
19,738
-3.5%
0.46%
-9.7%
Q3 2022$2,251,000
-4.3%
20,462
-4.2%
0.50%
+9.3%
Q2 2022$2,352,000
-1.3%
21,363
-1.1%
0.46%
+20.0%
Q1 2022$2,382,000
-14.7%
21,607
-14.5%
0.38%
-15.4%
Q4 2021$2,791,000
+1.0%
25,280
+1.1%
0.46%
-6.2%
Q3 2021$2,762,000
-0.3%
25,003
-0.3%
0.48%
-0.2%
Q2 2021$2,770,000
-5.4%
25,070
-5.4%
0.49%
-12.7%
Q1 2021$2,928,000
-6.5%
26,496
-6.5%
0.56%
-10.5%
Q4 2020$3,131,000
-1.7%
28,327
-1.5%
0.62%
-14.4%
Q3 2020$3,184,000
+3.9%
28,767
+4.0%
0.73%
-3.1%
Q2 2020$3,064,000
+45.8%
27,670
+46.2%
0.75%
+15.7%
Q1 2020$2,102,000
+14.2%
18,929
+13.6%
0.65%
+55.8%
Q4 2019$1,841,000
-15.2%
16,669
-15.1%
0.42%
-23.9%
Q3 2019$2,172,000
-24.9%
19,634
-24.9%
0.55%
-14.5%
Q2 2019$2,892,000
-5.2%
26,140
-5.3%
0.64%
-3.6%
Q1 2019$3,052,000
-41.3%
27,595
-41.3%
0.66%
-62.2%
Q3 2018$5,201,000
-13.7%
47,045
-13.6%
1.76%
-8.6%
Q2 2018$6,027,000
+138.4%
54,465
+138.5%
1.92%
+157.7%
Q1 2018$2,528,000
+440.2%
22,840
+438.3%
0.74%
+589.8%
Q4 2017$468,000
-71.2%
4,243
-71.1%
0.11%
-79.5%
Q3 2017$1,623,000
-13.4%
14,689
-13.4%
0.53%
+2.3%
Q2 2017$1,874,000
+1210.5%
16,956
+1207.3%
0.52%
+323.0%
Q1 2014$143,000
-71.6%
1,297
-71.6%
0.12%
-66.3%
Q4 2013$503,000
-12.4%
4,562
-12.4%
0.36%
-8.4%
Q3 2013$574,000
-12.8%
5,206
-12.8%
0.40%
-25.2%
Q2 2013$658,0005,9700.53%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders