IPG Investment Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
IPG Investment Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,837,448
-5.4%
16,633
-5.4%
0.40%
-4.5%
Q2 2023$1,942,484
-14.7%
17,587
-14.7%
0.42%
-18.5%
Q1 2023$2,277,074
-30.1%
20,607
-30.5%
0.52%
-42.8%
Q4 2022$3,259,897
-99.9%
29,657
-22.2%
0.91%
-22.7%
Q3 2022$4,191,990,000
+58001.0%
38,109
-41.8%
1.18%
-34.8%
Q2 2022$7,215,000
-16.1%
65,532
-15.9%
1.80%
+9.8%
Q1 2022$8,596,000
-34.7%
77,966
-34.6%
1.64%
-31.0%
Q4 2021$13,167,000
-100.0%
119,243
-50.7%
2.38%
-54.4%
Q1 2021$26,746,842,000
-20.5%
242,031
-20.5%
5.22%
-33.2%
Q4 2020$33,661,569,000
+30.2%
304,547
+30.4%
7.81%
+5.8%
Q3 2020$25,845,734,000
+133.7%
233,475
+133.8%
7.39%
+97.1%
Q2 2020$11,059,269,000
-19.3%
99,867
-19.1%
3.75%
-34.9%
Q1 2020$13,700,646,000
+1527.5%
123,407
+1519.3%
5.75%
+2055.1%
Q4 2019$841,815,000
-58.9%
7,621
-58.9%
0.27%
-62.7%
Q3 2019$2,049,347,000
+122.2%
18,526
+122.3%
0.72%
+112.8%
Q2 2019$922,157,0008,3340.34%
Other shareholders
ISHARES TR shareholders Q4 2022
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