Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.9%.

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 Q3 2022
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