Perigon Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 459 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$944,618
-66.6%
8,551
-66.6%
0.04%
-32.1%
Q2 2023$2,827,126
+463.3%
25,596
+463.5%
0.06%
+93.1%
Q1 2023$501,900
+56.2%
4,542
+55.4%
0.03%
+190.0%
Q4 2022$321,296
+5.0%
2,923
+5.5%
0.01%
-63.0%
Q3 2021$306,000
-7.3%
2,771
-7.4%
0.03%
-6.9%
Q2 2021$330,000
+1.9%
2,991
+2.1%
0.03%
-12.1%
Q1 2021$324,0000.0%2,9300.0%0.03%
-13.2%
Q4 2020$324,000
-7.4%
2,930
-7.3%
0.04%
-22.4%
Q3 2020$350,000
+14.8%
3,161
+14.8%
0.05%
+2.1%
Q2 2020$305,0002,7540.05%
Other shareholders
ISHARES TR shareholders Q4 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