Tortoise Investment Management, LLC - 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
Tortoise Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,543,818
+280.9%
13,975
+280.8%
0.23%
+283.3%
Q2 2023$405,352
-3.8%
3,670
-3.8%
0.06%
-10.4%
Q1 2023$421,558
-47.9%
3,815
-48.2%
0.07%
-52.8%
Q4 2022$809,561
+21.9%
7,365
+22.0%
0.14%
+10.1%
Q3 2022$664,000
+1107.3%
6,035
+1107.0%
0.13%
+1072.7%
Q2 2022$55,0000.0%5000.0%0.01%
+10.0%
Q1 2022$55,000
-94.8%
500
-94.8%
0.01%
-94.9%
Q4 2021$1,055,000
-0.1%
9,5550.0%0.20%
-7.5%
Q3 2021$1,056,0000.0%9,5550.0%0.21%
-2.3%
Q2 2021$1,056,0000.0%9,5550.0%0.22%
-6.0%
Q1 2021$1,056,000
-2.3%
9,555
-2.3%
0.23%
-6.1%
Q4 2020$1,081,000
-53.9%
9,780
-53.8%
0.25%
-56.8%
Q3 2020$2,344,000
-6.5%
21,175
-6.4%
0.57%
-11.7%
Q2 2020$2,506,000
-3.6%
22,630
-3.3%
0.65%
-14.1%
Q1 2020$2,599,000
+283.9%
23,409
+281.8%
0.75%
+371.2%
Q4 2019$677,000
-18.5%
6,132
-18.3%
0.16%
-25.2%
Q3 2019$831,000
-8.3%
7,508
-8.3%
0.21%
-6.6%
Q2 2019$906,000
-7.5%
8,186
-7.6%
0.23%
-10.5%
Q1 2019$979,000
-18.5%
8,856
-18.6%
0.26%
-21.2%
Q4 2018$1,201,000
+2.2%
10,886
+2.3%
0.32%
+5.2%
Q3 2018$1,175,000
+27.2%
10,640
+27.1%
0.31%
+21.7%
Q2 2018$924,000
-5.2%
8,370
-5.2%
0.25%
-5.9%
Q1 2018$975,000
+12.1%
8,830
+11.8%
0.27%
+8.0%
Q4 2017$870,000
+6.7%
7,895
+6.9%
0.25%
+0.8%
Q3 2017$815,000
+2.4%
7,385
+2.4%
0.25%
-3.5%
Q2 2017$796,0007,2150.26%
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