NAPA WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 642 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
NAPA WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,564,042
+67.8%
23,204
+67.9%
1.73%
+115.0%
Q1 2024$1,527,994
+120.8%
13,823
+120.0%
0.80%
+114.7%
Q4 2023$691,9476,2830.38%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
J.Safra Asset Management Corp 343,610$37,948,00038.96%
Cassaday & Co Inc. 1,952,646$215,689,00032.68%
Hollow Brook Wealth Management LLC 479,964$53,016,00027.57%
Titan Manages, LLC 239,504$26,494,00025.71%
AFFINIA FINANCIAL GROUP, LLC 162,018$17,896,00011.69%
TBH Global Asset Management, LLC 284,709$31,449,0009.43%
Summit Wealth Group, LLC 81,688$9,023,0008.52%
IndexIQ Advisors LLC 2,119,192$234,085,0008.37%
SimpliFi, Inc. 129,382$14,292,0008.13%
EQUITY INVESTMENT CORP 2,131,767$235,475,0008.10%
View complete list of ISHARES TR shareholders