BEACON FINANCIAL GROUP - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

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 Q2 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