Cetera Advisors 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
Cetera Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,951,530
-32.5%
108,188
-32.5%
0.19%
-33.0%
Q2 2023$17,706,424
+34.0%
160,312
+34.1%
0.28%
+26.8%
Q1 2023$13,214,695
+15.0%
119,590
+14.4%
0.22%
+5.8%
Q4 2022$11,490,983
+228.8%
104,540
+229.0%
0.21%
+126.1%
Q3 2022$3,495,000
+100.5%
31,772
+100.7%
0.09%
+130.0%
Q2 2022$1,743,000
+4.3%
15,830
+4.4%
0.04%
+21.2%
Q1 2022$1,671,000
+19.4%
15,158
+19.6%
0.03%
+17.9%
Q4 2021$1,399,000
+31.4%
12,669
+31.4%
0.03%
+33.3%
Q3 2021$1,065,000
-2.0%
9,644
-2.0%
0.02%
-19.2%
Q2 2021$1,087,000
-21.3%
9,842
-21.3%
0.03%
-31.6%
Q1 2021$1,382,000
-90.4%
12,505
-90.4%
0.04%
-91.8%
Q4 2020$14,460,000
-33.9%
130,824
-33.8%
0.46%
-43.8%
Q3 2020$21,889,000
+2.7%
197,734
+2.8%
0.82%
-9.3%
Q2 2020$21,306,000
+20.8%
192,399
+21.1%
0.91%
-4.1%
Q1 2020$17,639,000
+44.3%
158,881
+43.5%
0.95%
+81.4%
Q4 2019$12,221,000
+40.1%
110,718
+40.3%
0.52%
+35.6%
Q3 2019$8,721,000
+270.9%
78,912
+271.4%
0.38%
+270.2%
Q2 2019$2,351,000
+135.6%
21,245
+134.9%
0.10%
+108.0%
Q1 2019$998,000
+45.3%
9,043
+45.1%
0.05%
+25.0%
Q4 2018$687,000
+51.3%
6,231
+51.6%
0.04%
+81.8%
Q3 2018$454,000
+5.6%
4,110
+5.5%
0.02%
-12.0%
Q2 2018$430,000
-49.5%
3,897
-49.5%
0.02%
-51.0%
Q1 2018$852,000
+6.5%
7,724
+6.4%
0.05%
+4.1%
Q4 2017$800,000
+268.7%
7,262
+268.6%
0.05%
+276.9%
Q3 2017$217,000
+3.8%
1,970
+4.0%
0.01%
-7.1%
Q1 2017$209,0000.0%1,8940.0%0.01%
-12.5%
Q4 2016$209,0000.0%1,8940.0%0.02%0.0%
Q3 2016$209,0000.0%1,894
-0.1%
0.02%0.0%
Q2 2016$209,0000.0%1,8950.0%0.02%
-5.9%
Q1 2016$209,000
-13.3%
1,895
-13.4%
0.02%
-15.0%
Q4 2015$241,0000.0%2,1880.0%0.02%
-13.0%
Q3 2015$241,000
-7.3%
2,188
-7.1%
0.02%
+4.5%
Q2 2015$260,0002,3560.02%
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