Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$17,716
+251.6%
160,401
+251.7%
1.56%
+281.7%
Q1 2023$5,039
-100.0%
45,604
+22.6%
0.41%
+14.5%
Q4 2022$4,090,220,570
+85612.9%
37,211
-14.2%
0.36%
-23.3%
Q3 2022$4,772,000
-9.6%
43,382
-9.5%
0.47%
-12.5%
Q2 2022$5,277,000
+12.1%
47,928
+12.3%
0.53%
+35.5%
Q1 2022$4,706,000
-0.2%
42,687
-0.1%
0.39%
-2.0%
Q4 2021$4,716,000
-7.0%
42,713
-6.9%
0.40%
-28.1%
Q3 2021$5,071,000
-10.0%
45,903
-10.0%
0.56%
-29.3%
Q2 2021$5,634,000
-11.0%
50,988
-11.0%
0.79%
-2.2%
Q1 2021$6,329,000
-3.4%
57,267
-3.4%
0.81%
-12.8%
Q4 2020$6,552,000
+100.9%
59,277
+101.2%
0.93%
+89.0%
Q3 2020$3,261,000
+69.4%
29,464
+69.5%
0.49%
+47.4%
Q2 2020$1,925,000
+79.2%
17,387
+79.7%
0.33%
+57.8%
Q1 2020$1,074,000
+153.9%
9,675
+152.4%
0.21%
+104.9%
Q4 2018$423,000
+46.4%
3,833
+46.4%
0.10%
-54.4%
Q3 2015$289,0002,6180.23%
Other shareholders
ISHARES TR shareholders Q4 2020
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