SRS Capital Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,885,750
-93.3%
26,123
-93.3%
0.36%
-93.5%
Q2 2023$43,160,616
-1.9%
390,770
-1.8%
5.51%
-5.4%
Q1 2023$43,979,180
+95.4%
398,001
+94.4%
5.82%
+87.0%
Q4 2022$22,501,634
+7.1%
204,709
+7.2%
3.11%
-6.0%
Q3 2022$21,004,000
+1019.6%
190,947
+1020.6%
3.31%
+1066.9%
Q2 2022$1,876,000
-1.3%
17,040
-1.2%
0.28%
+12.3%
Q1 2022$1,901,000
-40.2%
17,246
-40.1%
0.25%
-37.2%
Q4 2021$3,178,000
-12.3%
28,785
-12.3%
0.40%
-18.8%
Q3 2021$3,624,000
-9.7%
32,807
-9.6%
0.50%
-9.3%
Q2 2021$4,012,000
-87.4%
36,311
-87.4%
0.55%
-88.4%
Q4 2020$31,894,000
-4.3%
288,558
-4.2%
4.72%
-16.0%
Q3 2020$33,339,000
+55.4%
301,165
+55.5%
5.62%
+47.2%
Q2 2020$21,453,000
-8.7%
193,725
-8.5%
3.82%
-29.5%
Q1 2020$23,510,000211,7605.42%
Other shareholders
ISHARES TR shareholders Q1 2022
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