Financial Management Professionals, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Financial Management Professionals, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6510.0%5,8960.0%0.11%
+4.6%
Q2 2023$651
-0.2%
5,8960.0%0.11%
-13.5%
Q1 2023$652
+9.9%
5,896
+9.3%
0.13%
+4.1%
Q4 2022$593
-99.9%
5,396
+22.7%
0.12%
+9.0%
Q3 2022$484,000
+18.0%
4,396
+18.1%
0.11%
+12.1%
Q2 2022$410,0000.0%3,7210.0%0.10%
+11.2%
Q1 2022$410,000
-0.2%
3,7210.0%0.09%
+2.3%
Q4 2021$411,0000.0%3,7210.0%0.09%
-8.4%
Q3 2021$411,0000.0%3,7210.0%0.10%
-10.4%
Q2 2021$411,0000.0%3,7210.0%0.11%
-3.6%
Q1 2021$411,000
+15.4%
3,721
+15.5%
0.11%
+10.0%
Q4 2020$356,000
-0.3%
3,2210.0%0.10%
-21.3%
Q3 2020$357,0000.0%3,2210.0%0.13%
+3.3%
Q2 2020$357,000
-0.3%
3,2210.0%0.12%
-19.1%
Q1 2020$358,000
-12.9%
3,221
-13.4%
0.15%
+11.8%
Q4 2019$411,000
-0.2%
3,7210.0%0.14%
-10.5%
Q3 2019$412,000
+15.7%
3,721
+15.5%
0.15%
+15.2%
Q2 2019$356,0000.0%3,2210.0%0.13%
-7.7%
Q1 2019$356,000
+0.3%
3,2210.0%0.14%
-35.3%
Q4 2018$355,000
-0.3%
3,2210.0%0.22%
+60.1%
Q3 2018$356,0000.0%3,2210.0%0.14%
-4.8%
Q2 2018$356,000
+122.5%
3,221
+121.4%
0.14%
+76.8%
Q1 2017$160,000
-32.5%
1,455
-32.4%
0.08%
-33.9%
Q4 2016$237,000
-47.3%
2,152
-57.6%
0.12%
-46.8%
Q3 2016$450,000
+2900.0%
5,072
+1019.6%
0.23%
+2812.5%
Q4 2015$15,000
-81.2%
453
-37.8%
0.01%
-85.2%
Q3 2015$80,000
-65.4%
728
-65.3%
0.05%
-50.0%
Q2 2015$231,0000.0%2,0950.0%0.11%0.0%
Q1 2015$231,0000.0%2,0950.0%0.11%
-15.6%
Q4 2014$231,0002,0950.13%
Q3 2014$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q4 2013$6,000
-75.0%
54
-75.1%
0.00%
-73.3%
Q3 2013$24,000
-87.5%
217
-87.6%
0.02%
-89.4%
Q2 2013$192,0001,7460.14%
Other shareholders
ISHARES TR shareholders Q3 2021
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