Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,662,195
-21.8%
51,255
-21.8%
0.05%
-19.7%
Q2 2023$7,242,328
-37.2%
65,571
-37.1%
0.06%
-47.4%
Q1 2023$11,526,527
+83.6%
104,312
+82.7%
0.12%
+65.7%
Q4 2022$6,276,640
+283.4%
57,102
+283.7%
0.07%
+233.3%
Q3 2022$1,637,000
+37.3%
14,882
+37.5%
0.02%
+31.2%
Q2 2022$1,192,000
+282.1%
10,824
+282.7%
0.02%
+300.0%
Q1 2022$312,000
+48.6%
2,828
+48.5%
0.00%
+33.3%
Q4 2021$210,0000.0%1,9040.0%0.00%
-25.0%
Q3 2021$210,000
-18.3%
1,904
-18.1%
0.00%
-20.0%
Q2 2021$257,0000.0%2,3240.0%0.01%0.0%
Q1 2021$257,0000.0%2,3240.0%0.01%
-28.6%
Q4 2020$257,0000.0%2,324
+0.1%
0.01%
-12.5%
Q3 2020$257,000
-12.0%
2,321
-11.8%
0.01%
-11.1%
Q2 2020$292,000
+323.2%
2,633
+322.6%
0.01%
+350.0%
Q1 2020$69,000
+2200.0%
623
+1909.7%
0.00%
Q1 2019$3,000
-84.2%
31
-82.4%
0.00%
-100.0%
Q2 2018$19,0001760.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders