Gradient Investments 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 Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$39,548
+3854.8%
358
+4375.0%
0.00%
Q3 2022$1,000
-99.9%
8
-99.9%
0.00%
-100.0%
Q1 2021$1,400,000
+23233.3%
12,667
+22930.9%
0.05%
Q1 2020$6,000
+500.0%
55
+587.5%
0.00%
Q1 2018$1,000
-88.9%
8
-90.1%
0.00%
-100.0%
Q1 2017$9,000
-76.3%
81
-76.6%
0.00%
-80.0%
Q1 2016$38,000
+8.6%
346
+7.8%
0.01%0.0%
Q3 2015$35,0003210.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders