Winch Advisory Services, LLC - 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
Winch Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,039
+5.4%
118,034
+5.4%
4.78%
+7.7%
Q2 2023$12,368
+6.7%
111,975
+6.8%
4.44%
-1.2%
Q1 2023$11,589
+2.7%
104,876
+2.2%
4.50%
-6.6%
Q4 2022$11,284
-99.9%
102,657
-2.2%
4.81%
-2.9%
Q3 2022$11,546,000
-0.7%
104,960
-0.6%
4.96%
+4.5%
Q2 2022$11,625,000
+19.5%
105,584
+19.7%
4.74%
+40.3%
Q1 2022$9,727,000
-3.3%
88,224
-3.2%
3.38%
+1.7%
Q4 2021$10,063,000
-0.8%
91,137
-0.7%
3.33%
-5.9%
Q3 2021$10,140,000
+0.5%
91,790
+0.5%
3.54%
-2.6%
Q2 2021$10,091,000
+5.6%
91,325
+5.6%
3.63%
-5.2%
Q1 2021$9,553,000
-7.8%
86,443
-7.8%
3.83%
-11.1%
Q4 2020$10,366,000
+9.5%
93,783
+9.7%
4.31%
+7.5%
Q3 2020$9,465,000
+20.8%
85,497
+20.9%
4.01%
+7.6%
Q2 2020$7,833,000
+26.6%
70,736
+27.0%
3.72%
+21.1%
Q1 2020$6,185,000
+36.0%
55,710
+35.3%
3.08%
+42.5%
Q4 2019$4,549,00041,1792.16%
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