CIDEL ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 459 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CIDEL ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$499,300
-18.8%
4,520
-18.9%
0.02%
-10.7%
Q2 2023$614,930
-11.6%
5,570
-11.6%
0.03%
-12.5%
Q1 2023$695,940
+13.9%
6,300
+13.3%
0.03%
+10.3%
Q4 2022$611,220
+2.0%
5,562
+2.1%
0.03%
+3.6%
Q3 2022$599,000
+92.0%
5,445
+92.1%
0.03%
+115.4%
Q2 2022$312,000
+21.4%
2,835
+21.7%
0.01%
+44.4%
Q1 2022$257,000
-4.1%
2,330
-3.9%
0.01%
-10.0%
Q4 2021$268,000
-26.2%
2,425
-26.2%
0.01%
-33.3%
Q3 2021$363,000
-42.4%
3,286
-42.4%
0.02%
-42.3%
Q2 2021$630,000
-39.5%
5,703
-39.4%
0.03%
-55.9%
Q3 2020$1,041,000
-10.5%
9,406
-10.5%
0.06%
+11.3%
Q2 2020$1,163,000
+14.8%
10,506
+15.2%
0.05%
+1.9%
Q1 2020$1,013,000
-51.0%
9,120
-51.3%
0.05%
-29.7%
Q4 2019$2,068,000
+73.8%
18,720
+74.0%
0.07%
+27.6%
Q3 2019$1,190,000
+14.9%
10,758
+14.9%
0.06%
+9.4%
Q2 2019$1,036,000
-5.2%
9,360
-5.3%
0.05%
-11.7%
Q1 2019$1,093,000
+0.3%
9,8850.0%0.06%
-14.3%
Q4 2018$1,090,000
+137.0%
9,885
+137.6%
0.07%
+250.0%
Q3 2018$460,000
+0.2%
4,1600.0%0.02%0.0%
Q2 2018$459,0004,1600.02%
Other shareholders
ISHARES TR shareholders Q4 2021
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