M Holdings Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 436 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
M Holdings Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$222
-21.0%
2,013
-21.2%
0.02%
-23.3%
Q4 2022$281
-99.9%
2,555
-0.8%
0.03%
-3.2%
Q3 2022$283,000
-22.0%
2,575
-21.9%
0.03%
-16.2%
Q2 2022$363,000
-88.5%
3,298
-88.5%
0.04%
-84.5%
Q1 2022$3,155,000
+20.7%
28,621
+20.9%
0.24%
-6.6%
Q2 2021$2,615,000
+2.3%
23,664
+2.3%
0.26%
+9.9%
Q1 2021$2,557,000
+404.3%
23,137
+404.2%
0.23%
+99.1%
Q1 2019$507,000
-61.6%
4,589
-61.7%
0.12%
-71.5%
Q4 2018$1,320,000
-39.3%
11,971
-39.2%
0.41%
-28.1%
Q3 2018$2,176,000
+142.9%
19,700
+142.7%
0.57%
+131.7%
Q2 2018$896,0008,1170.25%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders