Raub Brock Capital Management LP - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Raub Brock Capital Management LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$34,820,144
+0.1%
315,200
+0.1%
6.92%
+6.0%
Q2 2023$34,787,376
+1.7%
314,960
+1.7%
6.53%
-0.8%
Q1 2023$34,212,860
+0.5%
309,619
-0.0%
6.58%
-5.4%
Q4 2022$34,038,280
+1.5%
309,664
+1.5%
6.95%
-0.7%
Q3 2022$33,548,000
+22.1%
304,985
+22.2%
7.00%
+33.5%
Q2 2022$27,472,000249,5155.24%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 2,749,018$303,547,00058.25%
Cornerstone Retirement Group, Inc. 1,508$300,560,00055.44%
Divergent Wealth Advisors 913,670$100,887,00020.44%
Manhattan West Asset Management, LLC 174,828$19,305,00011.57%
3EDGE Asset Management, LP 1,090,337$120,395,00010.31%
AGILIS PARTNERS LLC 174,126$19,227,0009.62%
QUATTRO FINANCIAL ADVISORS LLC 170,873$18,868,0006.67%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 885,159$97,739,0006.22%
Vise Technologies, Inc. 200,005$22,085,0005.98%
IronBridge Private Wealth, LLC 76,218$8,416,0004.38%
View complete list of ISHARES TR shareholders