Alpha Cubed Investments, 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
Alpha Cubed Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,092,212
-27.8%
18,939
-27.8%
0.14%
-27.7%
Q2 2023$2,896,424
-11.8%
26,224
-11.7%
0.20%
-18.1%
Q1 2023$3,282,964
+62.1%
29,710
+61.2%
0.24%
+55.6%
Q4 2022$2,025,375
-24.1%
18,426
-24.1%
0.15%
-26.4%
Q3 2022$2,670,000
-3.1%
24,269
-3.0%
0.21%
+4.0%
Q2 2022$2,755,000
-39.9%
25,021
-39.8%
0.20%
-32.0%
Q1 2022$4,585,000
-28.9%
41,590
-28.8%
0.29%
-30.3%
Q4 2021$6,447,000
-0.0%
58,3850.0%0.42%
-13.0%
Q3 2021$6,450,000
-0.1%
58,385
-0.1%
0.48%
+4.1%
Q2 2021$6,456,000
+10.2%
58,429
+10.2%
0.47%
+2.4%
Q1 2021$5,861,000
-2.4%
53,039
-2.4%
0.46%
-11.3%
Q4 2020$6,004,000
-10.5%
54,322
-10.4%
0.51%
-20.1%
Q3 2020$6,712,000
+24.6%
60,636
+24.7%
0.64%
+9.0%
Q2 2020$5,386,000
+60.7%
48,635
+61.1%
0.59%
+46.2%
Q1 2020$3,351,000
+937.5%
30,182
+931.2%
0.40%
+1121.2%
Q4 2019$323,000
-0.3%
2,9270.0%0.03%
-13.2%
Q3 2019$324,000
+42.7%
2,927
+42.6%
0.04%
+46.2%
Q2 2019$227,000
+1.3%
2,053
+1.1%
0.03%
-3.7%
Q1 2019$224,0000.0%2,0300.0%0.03%
-20.6%
Q4 2018$224,000
-79.4%
2,030
-79.4%
0.03%
-73.2%
Q3 2018$1,087,000
+2.1%
9,845
+2.1%
0.13%
-7.3%
Q2 2018$1,065,000
-4.8%
9,645
-4.9%
0.14%
-6.2%
Q1 2018$1,119,000
+2.7%
10,140
+2.5%
0.15%
+2.8%
Q4 2017$1,090,000
+275.9%
9,890
+276.5%
0.14%
+102.9%
Q4 2016$290,000
-22.7%
2,627
-22.6%
0.07%
-30.7%
Q3 2016$375,0003,3930.10%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders