Winfield Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 103 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Winfield Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$2,999,000
+31.2%
27,200
+31.4%
1.08%
+42.6%
Q4 2021$2,286,000
-4.6%
20,700
-4.6%
0.76%
-14.1%
Q3 2021$2,397,000
-2.3%
21,700
-2.3%
0.89%
-2.0%
Q2 2021$2,453,000
-5.1%
22,200
-5.1%
0.90%
-14.6%
Q1 2021$2,586,000
-6.8%
23,400
-6.8%
1.06%
-9.7%
Q4 2020$2,774,000
-24.1%
25,100
-23.9%
1.17%
-32.6%
Q3 2020$3,653,000
+4.1%
33,000
+4.1%
1.74%
-3.3%
Q2 2020$3,510,000
+157.1%
31,700
+157.8%
1.80%
+108.6%
Q1 2020$1,365,000
-11.1%
12,295
-11.5%
0.86%
+21.1%
Q4 2019$1,535,000
+16.6%
13,895
+16.8%
0.71%
+10.7%
Q3 2019$1,316,0000.0%11,8950.0%0.64%
-5.7%
Q2 2019$1,316,000
-4.0%
11,895
-4.0%
0.68%
-6.7%
Q1 2019$1,371,000
+419.3%
12,395
+417.5%
0.73%
+351.2%
Q4 2018$264,000
-0.4%
2,3950.0%0.16%
+23.7%
Q3 2018$265,0000.0%2,3950.0%0.13%
-7.7%
Q2 2018$265,000
+0.4%
2,3950.0%0.14%0.0%
Q1 2018$264,000
-0.4%
2,3950.0%0.14%
+6.0%
Q4 2017$265,000
-17.2%
2,395
-17.3%
0.13%
-20.2%
Q3 2017$320,000
+0.3%
2,8950.0%0.17%
-4.5%
Q2 2017$319,0000.0%2,8950.0%0.18%
-2.8%
Q1 2017$319,0000.0%2,8950.0%0.18%
-7.7%
Q4 2016$319,000
-0.3%
2,8950.0%0.20%
-2.5%
Q3 2016$320,0000.0%2,8950.0%0.20%
-3.8%
Q2 2016$320,000
+0.3%
2,8950.0%0.21%
-3.2%
Q1 2016$319,0000.0%2,8950.0%0.22%
+0.9%
Q4 2015$319,0000.0%2,8950.0%0.21%
-10.1%
Q3 2015$319,0000.0%2,8950.0%0.24%
+9.2%
Q2 2015$319,0000.0%2,8950.0%0.22%
-2.7%
Q1 2015$319,0000.0%2,8950.0%0.22%
-4.7%
Q4 2014$319,0000.0%2,8950.0%0.24%
-0.8%
Q3 2014$319,0000.0%2,8950.0%0.24%
+2.6%
Q2 2014$319,0000.0%2,8950.0%0.23%
-12.5%
Q1 2014$319,0000.0%2,8950.0%0.26%
+0.8%
Q4 2013$319,0002,8950.26%
Other shareholders
ISHARES TR shareholders Q2 2015
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