Chicago Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Chicago Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$258,610
+0.9%
2,341
+0.9%
0.20%
+4.6%
Q2 2023$256,244
+1.3%
2,320
+1.4%
0.20%
-3.0%
Q1 2023$252,935
-98.6%
2,289
-98.6%
0.20%
-98.7%
Q4 2022$18,392,755
+1125.4%
167,329
+1126.2%
15.86%
+1003.3%
Q3 2022$1,501,000
-88.4%
13,646
-88.4%
1.44%
-87.6%
Q2 2022$12,928,000
+4452.1%
117,421
+4453.0%
11.54%
+5944.5%
Q1 2022$284,000
-6.9%
2,579
-6.7%
0.19%
-6.8%
Q4 2021$305,000
-97.4%
2,764
-97.4%
0.20%
-97.6%
Q3 2021$11,828,000
+469.7%
107,067
+469.7%
8.62%
+477.6%
Q2 2021$2,076,000
+168.9%
18,793
+169.1%
1.49%
+143.2%
Q1 2021$772,000
-82.4%
6,983
-82.4%
0.61%
-87.6%
Q3 2020$4,385,000
+16.2%
39,615
+16.2%
4.96%
+7.4%
Q2 2020$3,775,000
-93.9%
34,087
-93.9%
4.61%
-93.7%
Q1 2020$61,804,000
+990.0%
556,695
+984.6%
73.02%
+1239.1%
Q4 2019$5,670,00051,3295.45%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 2,749,018$303,547,00058.25%
Cornerstone Retirement Group, Inc. 1,508$300,560,00055.44%
Divergent Wealth Advisors 913,670$100,887,00020.44%
Manhattan West Asset Management, LLC 174,828$19,305,00011.57%
3EDGE Asset Management, LP 1,090,337$120,395,00010.31%
AGILIS PARTNERS LLC 174,126$19,227,0009.62%
QUATTRO FINANCIAL ADVISORS LLC 170,873$18,868,0006.67%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 885,159$97,739,0006.22%
Vise Technologies, Inc. 200,005$22,085,0005.98%
IronBridge Private Wealth, LLC 76,218$8,416,0004.38%
View complete list of ISHARES TR shareholders