Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 549 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,462
+7.5%
31,332
+7.5%
0.45%
+6.9%
Q1 2024$3,221
-30.6%
29,136
-30.8%
0.42%
-35.5%
Q4 2023$4,639
-7.8%
42,123
-7.5%
0.65%
-15.6%
Q3 2023$5,033
+0.7%
45,556
+0.6%
0.77%
+3.2%
Q2 2023$5,000
+18.7%
45,274
+18.7%
0.75%
+7.8%
Q1 2023$4,213
+373.9%
38,129
+371.5%
0.69%
+350.0%
Q4 2022$889
-90.1%
8,087
+9643.4%
0.15%
+7600.0%
Q3 2022$9,000830.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders