Dakota Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 303 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$277,000
-87.1%
2,505
-87.1%
0.04%
-88.0%
Q2 2020$2,151,000
+345.3%
19,420
+346.4%
0.37%
+250.5%
Q1 2020$483,000
-56.5%
4,350
-56.8%
0.10%
-41.0%
Q4 2019$1,111,000
-36.4%
10,061
-36.3%
0.18%
-40.9%
Q3 2019$1,748,000
+88.6%
15,805
+88.7%
0.30%
+70.1%
Q2 2019$927,000
+30.0%
8,377
+29.9%
0.18%
+24.6%
Q1 2019$713,0006,4480.14%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders