Advisory Services Network, LLC - 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
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$60,700,712
+6.2%
549,477
+6.2%
1.63%
+7.1%
Q2 2023$57,139,895
-0.1%
517,338
-0.0%
1.52%
-3.9%
Q1 2023$57,192,517
+14.9%
517,580
+14.3%
1.58%
+3.9%
Q4 2022$49,761,721
+23.1%
452,709
+23.2%
1.52%
+6.9%
Q3 2022$40,430,000
+70.6%
367,550
+70.8%
1.43%
+76.2%
Q2 2022$23,695,000
+0.6%
215,219
+0.7%
0.81%
+16.9%
Q1 2022$23,558,000
+17.7%
213,682
+17.9%
0.69%
+20.3%
Q4 2021$20,018,000
-12.9%
181,290
-12.8%
0.58%
-21.1%
Q3 2021$22,970,000
-5.6%
207,927
-5.6%
0.73%
-4.8%
Q2 2021$24,328,000
-1.7%
220,185
-1.7%
0.77%
-16.6%
Q1 2021$24,761,000
+3.7%
224,063
+3.8%
0.92%
-4.0%
Q4 2020$23,867,000
-1.8%
215,934
-1.6%
0.96%
-16.3%
Q3 2020$24,298,000
+70.7%
219,498
+70.7%
1.14%
+46.5%
Q2 2020$14,235,000
+42.1%
128,556
+42.5%
0.78%
+19.2%
Q1 2020$10,016,000
+18.5%
90,218
+17.9%
0.66%
+47.2%
Q4 2019$8,453,000
+37.2%
76,526
+37.4%
0.44%
+17.7%
Q3 2019$6,163,0000.0%55,7040.0%0.38%0.0%
Q2 2019$6,163,000
+4064.2%
55,704
+4047.7%
0.38%
+3680.0%
Q1 2019$148,000
-11.4%
1,343
-11.1%
0.01%
-33.3%
Q4 2018$167,000
+3.7%
1,510
+3.4%
0.02%
+25.0%
Q3 2018$161,000
+3.9%
1,461
+4.3%
0.01%0.0%
Q2 2018$155,000
-20.9%
1,401
-21.0%
0.01%
-25.0%
Q1 2018$196,000
-22.8%
1,773
-23.1%
0.02%
-27.3%
Q4 2017$254,000
+2.0%
2,305
+2.3%
0.02%
-24.1%
Q3 2017$249,000
+1815.4%
2,254
+1747.5%
0.03%
+1350.0%
Q2 2017$13,0000.0%1220.0%0.00%0.0%
Q1 2017$13,0000.0%1220.0%0.00%0.0%
Q3 2016$13,0000.0%1220.0%0.00%
-33.3%
Q2 2016$13,0000.0%1220.0%0.00%
-25.0%
Q1 2016$13,000
-13.3%
122
-10.9%
0.00%
-20.0%
Q4 2015$15,000
+15.4%
137
+12.3%
0.01%
+25.0%
Q3 2015$13,0000.0%1220.0%0.00%0.0%
Q2 2015$13,000
-72.9%
122
-71.7%
0.00%
-69.2%
Q1 2015$48,000
-95.1%
431
-95.2%
0.01%
-95.8%
Q4 2014$985,000
+681.7%
8,937
+683.9%
0.31%
+388.9%
Q4 2013$126,0001,1400.06%
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