Frontier Wealth Management 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
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 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