Freedom Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,473,062
-19.4%
13,335
-19.4%
0.18%
-12.2%
Q2 2023$1,828,307
+3.6%
16,553
+3.7%
0.20%
+3.0%
Q1 2023$1,764,007
+25.6%
15,964
+25.0%
0.20%
+25.9%
Q4 2022$1,403,912
-99.9%
12,772
-5.6%
0.16%
-8.1%
Q3 2022$1,488,981,000
-74.1%
13,536
-74.1%
0.17%
-71.9%
Q2 2022$5,743,665,000
+123980.0%
52,168
+24.2%
0.61%
+47.7%
Q1 2022$4,629,000
+163.3%
41,989
+163.7%
0.42%
+221.7%
Q4 2021$1,758,000
+4.2%
15,921
+4.2%
0.13%0.0%
Q3 2021$1,687,000
+8.1%
15,273
+8.1%
0.13%
+11.2%
Q2 2021$1,560,000
-24.3%
14,123
-24.2%
0.12%
-27.5%
Q1 2021$2,060,000
-6.5%
18,639
-6.5%
0.16%
-33.9%
Q4 2020$2,203,000
-41.2%
19,930
-41.1%
0.24%
-40.7%
Q3 2020$3,747,000
-7.9%
33,847
-7.9%
0.41%
-7.9%
Q2 2020$4,070,000
-13.4%
36,749
-13.6%
0.44%
+6.7%
Q1 2020$4,698,000
-10.0%
42,528
-10.0%
0.42%
-9.8%
Q4 2019$5,219,000
-8.1%
47,246
-7.9%
0.46%
-6.7%
Q3 2019$5,676,000
-6.6%
51,308
-6.5%
0.49%
-3.1%
Q2 2019$6,074,000
-17.0%
54,890
-17.1%
0.51%
-13.3%
Q1 2019$7,321,000
-20.9%
66,212
-21.1%
0.59%
-18.5%
Q4 2018$9,260,000
+6.5%
83,949
+6.5%
0.72%
+32.1%
Q3 2018$8,697,000
-1.4%
78,846
-1.3%
0.54%
+2.6%
Q2 2018$8,823,000
+7.4%
79,892
+7.3%
0.53%
+26.7%
Q1 2018$8,216,000
+3.0%
74,439
+2.9%
0.42%
+2.9%
Q4 2017$7,976,000
-0.2%
72,348
-0.0%
0.41%
-7.3%
Q3 2017$7,989,000
-20.1%
72,370
-20.2%
0.44%
-23.0%
Q2 2017$10,005,000
+5.7%
90,683
+5.7%
0.57%
+3.4%
Q1 2017$9,468,000
+2.7%
85,807
+2.7%
0.55%
-4.8%
Q4 2016$9,218,000
+2.2%
83,569
+2.3%
0.58%
+0.2%
Q3 2016$9,023,000
-9.3%
81,706
-9.3%
0.58%
-14.7%
Q2 2016$9,945,000
+36.3%
90,039
+36.2%
0.68%
+28.4%
Q1 2016$7,296,000
+15.8%
66,109
+15.6%
0.53%
+10.5%
Q4 2015$6,303,000
+1121.5%
57,183
+163.5%
0.48%
+801.9%
Q3 2015$516,000
-75.7%
21,705
+12.6%
0.05%
-75.7%
Q2 2015$2,126,000
+22.9%
19,274
+22.9%
0.22%
+14.1%
Q1 2015$1,730,000
+32.0%
15,686
+31.9%
0.19%
+12.4%
Q4 2014$1,311,000
-0.2%
11,894
-0.2%
0.17%
-26.7%
Q3 2014$1,314,000
+3.8%
11,918
+3.8%
0.23%
+8.9%
Q2 2014$1,266,000
+5.0%
11,481
+5.0%
0.21%
-17.4%
Q1 2014$1,206,000
-19.4%
10,936
-19.4%
0.26%
-30.6%
Q4 2013$1,497,000
+6.7%
13,575
+6.7%
0.37%
-7.0%
Q3 2013$1,403,000
-2.1%
12,722
-2.1%
0.40%
-17.9%
Q2 2013$1,433,000
+16.8%
13,000
+16.8%
0.49%
+18.8%
Q1 2013$1,227,00011,1340.41%
Other shareholders
ISHARES TR shareholders Q1 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