Frontier Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Frontier Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$3,178,000
-18.3%
28,862
-18.3%
0.23%
+381.2%
Q1 2022$3,892,000
-83.2%
35,314
-83.2%
0.05%
-96.9%
Q4 2021$23,165,000
-0.3%
209,787
-0.2%
1.53%
-4.7%
Q3 2021$23,225,000
-51.0%
210,237
-51.0%
1.60%
-51.7%
Q2 2021$47,435,000
+31.0%
429,319
+31.0%
3.32%
+19.5%
Q1 2021$36,205,000
+3.7%
327,614
+3.7%
2.78%
-2.8%
Q4 2020$34,924,000
-0.1%
315,969
+0.1%
2.86%
-10.8%
Q3 2020$34,959,000315,8033.20%
Other shareholders
ISHARES TR shareholders Q3 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