Shamrock Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 394 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Shamrock Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$100,0000.0%9070.0%0.08%
+9.9%
Q2 2019$100,0000.0%9070.0%0.07%
-10.1%
Q1 2019$100,0000.0%9070.0%0.08%
-47.7%
Q4 2018$100,0000.0%9070.0%0.15%
+139.7%
Q3 2018$100,0000.0%9070.0%0.06%
+3.3%
Q2 2018$100,0000.0%9070.0%0.06%
+1.7%
Q1 2018$100,0000.0%9070.0%0.06%
+1.7%
Q4 2017$100,0000.0%9070.0%0.06%
-7.8%
Q3 2017$100,0000.0%9070.0%0.06%
+1.6%
Q2 2017$100,0000.0%9070.0%0.06%
+1.6%
Q1 2017$100,0000.0%9070.0%0.06%
+1.6%
Q4 2016$100,0000.0%9070.0%0.06%
+7.0%
Q3 2016$100,0000.0%9070.0%0.06%
-1.7%
Q2 2016$100,0000.0%9070.0%0.06%
-1.7%
Q1 2016$100,0000.0%9070.0%0.06%
+5.4%
Q4 2015$100,0000.0%9070.0%0.06%
+5.7%
Q3 2015$100,0000.0%9070.0%0.05%
+15.2%
Q2 2015$100,000
-45.7%
907
-45.7%
0.05%
-37.0%
Q1 2015$184,0000.0%1,6700.0%0.07%
-1.4%
Q4 2014$184,000
-94.3%
1,670
-94.3%
0.07%
-93.9%
Q3 2014$3,243,000
+194.8%
29,416
+194.8%
1.22%
+256.6%
Q2 2014$1,100,000
-91.1%
9,979
-91.1%
0.34%
-91.6%
Q1 2014$12,338,000
+322.2%
111,889
+322.1%
4.08%
+308.0%
Q4 2013$2,922,000
+11.6%
26,507
+11.6%
1.00%
-5.9%
Q3 2013$2,618,000
-91.4%
23,743
-91.4%
1.06%
-91.7%
Q2 2013$30,523,000276,87912.77%
Other shareholders
ISHARES TR shareholders Q4 2019
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