BEACON FINANCIAL GROUP - 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
BEACON FINANCIAL GROUP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$2,983,000
-0.9%
27,112
-0.9%
0.46%
+3.6%
Q2 2022$3,011,000
+72.9%
27,356
+73.2%
0.45%
+93.1%
Q1 2022$1,741,000
+312.6%
15,793
+313.0%
0.23%
+307.0%
Q3 2021$422,000
+24.9%
3,824
+20.1%
0.06%
+3.6%
Q1 2019$338,000
-56.8%
3,184
-55.1%
0.06%
-62.6%
Q4 2018$783,0007,0970.15%
Other shareholders
ISHARES TR shareholders Q1 2022
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