Abacus Planning Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 543 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
Abacus Planning Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,803,911
+0.7%
25,382
+0.7%
0.68%
+1.3%
Q2 2023$2,783,114
-2.2%
25,198
-2.2%
0.67%
-8.2%
Q1 2023$2,845,909
+0.0%
25,755
-0.5%
0.73%
-5.8%
Q4 2022$2,845,639
+36.2%
25,888
+36.2%
0.78%
+23.3%
Q3 2022$2,090,000
-0.8%
19,001
-0.7%
0.63%
+1.6%
Q2 2022$2,107,000
-0.1%
19,1360.0%0.62%
+9.3%
Q1 2022$2,110,000
-2.5%
19,136
-2.3%
0.57%
-1.7%
Q4 2021$2,163,000
+16.9%
19,589
+17.0%
0.58%
-1.9%
Q3 2021$1,850,000
+3.3%
16,749
+3.4%
0.59%
+7.7%
Q2 2021$1,791,000
+46.7%
16,206
+46.7%
0.55%
+39.9%
Q1 2021$1,221,0000.0%11,0500.0%0.39%
+3.7%
Q4 2020$1,221,000
-49.6%
11,050
-49.5%
0.38%
-57.4%
Q3 2020$2,425,000
+202.4%
21,902
+202.3%
0.88%
+171.2%
Q2 2020$802,000
-0.2%
7,2460.0%0.33%
-17.5%
Q1 2020$804,000
+2.2%
7,246
+1.7%
0.40%
+9.4%
Q4 2019$787,000
+14.9%
7,123
+15.1%
0.36%
+6.5%
Q3 2019$685,0000.0%6,191
+0.0%
0.34%
-17.5%
Q2 2019$685,000
-1.4%
6,189
-1.6%
0.41%
-5.3%
Q1 2019$695,000
-0.6%
6,287
-0.9%
0.43%
-18.1%
Q4 2018$699,000
-9.8%
6,341
-9.7%
0.53%
+1.9%
Q3 2018$775,0007,0260.52%
Other shareholders
ISHARES TR shareholders Q3 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