Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

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 Q1 2023
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