EisnerAmper Wealth Management Corporate Benefits, LLC - 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
EisnerAmper Wealth Management Corporate Benefits, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$874,000
-40.2%
7,929
-40.1%
0.42%
-36.7%
Q4 2021$1,461,000
+6.3%
13,229
+6.3%
0.66%
-4.0%
Q3 2021$1,375,000
+85.8%
12,450
+85.9%
0.69%
+85.5%
Q2 2021$740,000
-39.2%
6,698
-39.2%
0.37%
-43.2%
Q1 2021$1,218,000
+317.1%
11,018
+316.9%
0.66%
+293.4%
Q4 2020$292,000
-86.3%
2,643
-86.2%
0.17%
-88.5%
Q2 2020$2,127,000
-21.8%
19,205
-21.6%
1.45%
-21.3%
Q1 2020$2,721,00024,5101.85%
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