Sage Advisory Services, Ltd.Co. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 187 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sage Advisory Services, Ltd.Co. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,334,0000.0%12,0780.0%0.37%
-4.1%
Q2 2023$1,334,000
-78.8%
12,078
-78.8%
0.39%
-80.5%
Q4 2019$6,292,000
-4.5%
56,968
-4.4%
2.00%
-7.6%
Q3 2019$6,591,000
-48.3%
59,587
-48.2%
2.16%
-42.2%
Q2 2019$12,737,000
-23.4%
115,111
-23.5%
3.74%
+134.7%
Q1 2019$16,628,000
-9.0%
150,396
-9.2%
1.59%
-16.6%
Q4 2018$18,269,000
+18.9%
165,630
+19.0%
1.91%
+30.2%
Q3 2018$15,366,000
+6.6%
139,151
+6.6%
1.47%
+3.2%
Q2 2018$14,409,000
-19.2%
130,497
-19.3%
1.42%
-20.5%
Q1 2018$17,836,000
+36.5%
161,644
+36.3%
1.79%
+36.3%
Q4 2017$13,069,000
+3.6%
118,569
+3.8%
1.31%
-3.5%
Q3 2017$12,614,000
+815.4%
114,266
+815.1%
1.36%
+748.8%
Q2 2017$1,378,000
-67.8%
12,487
-67.8%
0.16%
-72.8%
Q2 2015$4,282,000
-71.5%
38,824
-71.5%
0.59%
-70.7%
Q1 2015$15,028,000136,2922.01%
Other shareholders
ISHARES TR shareholders Q1 2018
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