KWMG, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
KWMG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,975,475
+2.6%
90,300
+2.6%
1.26%
+4.2%
Q2 2023$9,725,565
+9.2%
88,054
+9.3%
1.20%
+0.2%
Q1 2023$8,903,096
+2.7%
80,571
+2.2%
1.20%
-2.4%
Q4 2022$8,667,522
-3.6%
78,853
-3.5%
1.23%
-11.0%
Q3 2022$8,992,000
+2.4%
81,748
+2.5%
1.38%
+4.5%
Q2 2022$8,784,000
-2.5%
79,778
-2.4%
1.32%
+7.0%
Q1 2022$9,011,000
+2.0%
81,730
+2.1%
1.24%
+3.3%
Q4 2021$8,838,000
+2.5%
80,044
+2.6%
1.20%
-4.9%
Q3 2021$8,622,000
+1.2%
78,050
+1.3%
1.26%
-1.5%
Q2 2021$8,516,000
+1.5%
77,078
+1.5%
1.28%
-4.6%
Q1 2021$8,393,000
+24.6%
75,949
+24.6%
1.34%
+11.1%
Q4 2020$6,735,000
+4.1%
60,931
+4.3%
1.20%
-8.0%
Q3 2020$6,467,000
+1.0%
58,417
+1.1%
1.31%
-5.5%
Q2 2020$6,401,000
+6.5%
57,798
+6.7%
1.38%
-13.9%
Q1 2020$6,012,000
+4.5%
54,149
+4.0%
1.61%
+27.3%
Q4 2019$5,753,000
+4.5%
52,083
+4.7%
1.26%
-4.5%
Q3 2019$5,503,000
+2.2%
49,744
+2.2%
1.32%
+1.9%
Q2 2019$5,384,000
+5.2%
48,654
+5.1%
1.30%
+2.2%
Q1 2019$5,117,000
+37.2%
46,276
+36.9%
1.27%
+24.4%
Q4 2018$3,729,000
-9.1%
33,811
-9.0%
1.02%
-2.8%
Q3 2018$4,103,000
+13.9%
37,154
+13.9%
1.05%
+6.4%
Q2 2018$3,603,000
-3.5%
32,620
-3.6%
0.99%
-10.4%
Q1 2018$3,735,000
-16.9%
33,837
-17.0%
1.10%
-18.8%
Q4 2017$4,495,000
+7.1%
40,778
+7.3%
1.35%
-2.1%
Q3 2017$4,196,000
+5.2%
38,005
+5.2%
1.38%
-1.9%
Q2 2017$3,988,000
+17.3%
36,142
+17.3%
1.41%
+7.5%
Q1 2017$3,399,000
+70.4%
30,806
+70.3%
1.31%
+51.2%
Q4 2016$1,995,000
+101.5%
18,090
+101.9%
0.87%
+80.5%
Q3 2016$990,000
+39.2%
8,962
+39.3%
0.48%
+25.3%
Q2 2016$711,000
+1.9%
6,433
+1.7%
0.38%
-6.6%
Q1 2016$698,000
+69.0%
6,324
+69.0%
0.41%
+47.3%
Q4 2015$413,000
+89.4%
3,743
+89.4%
0.28%
+70.1%
Q3 2015$218,000
-52.9%
1,976
-52.9%
0.16%
-51.6%
Q2 2015$463,0004,1950.34%
Other shareholders
ISHARES TR shareholders Q1 2021
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