FDx Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
FDx Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,046
-99.7%
9,470
+171.7%
0.09%
+383.3%
Q3 2020$386,000
-92.3%
3,485
-92.3%
0.02%
-90.8%
Q2 2019$4,985,000
+144.7%
45,051
+144.5%
0.20%
+134.9%
Q1 2019$2,037,000
-49.3%
18,425
-49.4%
0.08%
-44.3%
Q3 2018$4,020,000
-10.7%
36,400
-10.7%
0.15%
-8.6%
Q2 2018$4,504,000
-32.3%
40,782
-32.3%
0.16%
-17.7%
Q1 2018$6,653,000
-0.7%
60,277
-0.8%
0.20%
+8.8%
Q4 2017$6,697,000
+0.3%
60,747
+0.5%
0.18%
-0.5%
Q3 2017$6,675,000
-1.7%
60,466
-1.7%
0.18%
-9.0%
Q2 2017$6,787,000
-2.2%
61,511
-2.2%
0.20%
-5.2%
Q1 2017$6,937,000
-25.9%
62,873
-25.9%
0.21%
-21.2%
Q4 2016$9,357,000
+68.3%
84,831
+68.5%
0.27%
+16.5%
Q3 2016$5,559,000
+13.4%
50,343
+13.5%
0.23%
+4.1%
Q2 2016$4,901,000
-22.7%
44,372
-22.8%
0.22%
-23.4%
Q1 2016$6,343,000
+2.1%
57,472
+2.0%
0.29%
+2.8%
Q4 2015$6,211,000
+32.9%
56,354
+33.0%
0.28%
+21.6%
Q2 2015$4,674,000
-57.5%
42,376
-57.5%
0.23%
-4.5%
Q1 2015$10,989,000
+2120.0%
99,700
+2120.0%
0.24%
+659.4%
Q3 2014$495,000
+32.7%
4,491
+32.6%
0.03%
+33.3%
Q2 2014$373,000
+75.1%
3,387
+75.1%
0.02%
+33.3%
Q1 2014$213,0001,9340.02%
Other shareholders
ISHARES TR shareholders Q4 2020
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