Rehmann Capital Advisory Group - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Rehmann Capital Advisory Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,161,476
+2.0%
10,513
+2.0%
0.11%
+5.9%
Q2 2023$1,138,720
+49.8%
10,309
+49.9%
0.10%
+43.7%
Q1 2023$759,972
-99.6%
6,877
+253.8%
0.07%
+195.8%
Q3 2022$213,919,000
+20608.5%
1,944
+21500.0%
0.02%
Q2 2019$1,033,000
+0.6%
90.0%0.00%
Q1 2019$1,027,000
+1.3%
90.0%0.00%
Q3 2018$1,014,000
+0.4%
90.0%0.00%
Q2 2018$1,010,000
+5511.1%
9
-94.4%
0.00%
-100.0%
Q1 2018$18,000
-99.4%
160
-99.4%
0.00%
-99.5%
Q3 2015$2,863,000
+1150.2%
25,952
+1150.7%
0.65%
+2392.3%
Q4 2014$229,000
-15.5%
2,075
-15.5%
0.03%
-60.0%
Q2 2014$271,000
-5.9%
2,455
-6.1%
0.06%
-16.7%
Q1 2014$288,000
-17.7%
2,615
-17.7%
0.08%
-26.4%
Q4 2013$350,000
-15.0%
3,176
-15.0%
0.11%
-20.3%
Q3 2013$412,000
-15.4%
3,738
-15.5%
0.13%
-21.3%
Q2 2013$487,000
-45.7%
4,422
-45.6%
0.17%
-47.4%
Q1 2013$897,000
-33.4%
8,134
-33.4%
0.32%
-40.1%
Q4 2012$1,347,000
-50.0%
12,218
-50.0%
0.54%
-45.9%
Q3 2012$2,695,000
+41.0%
24,450
+40.9%
0.99%
+57.6%
Q2 2012$1,912,000
-41.0%
17,348
-41.0%
0.63%
-36.3%
Q1 2012$3,241,000
+44.0%
29,410
+44.1%
0.99%
+36.6%
Q4 2011$2,250,000
+3.2%
20,416
+3.2%
0.72%
-9.5%
Q3 2011$2,181,000
-31.6%
19,783
-31.6%
0.80%
-19.3%
Q2 2011$3,190,000
-33.7%
28,927
-33.7%
0.99%
-40.8%
Q1 2011$4,810,000
+9.1%
43,634
+9.1%
1.67%
-30.8%
Q4 2010$4,407,000
+25.1%
39,980
+25.1%
2.41%
+7.0%
Q3 2010$3,522,000
+22.1%
31,947
+22.0%
2.26%
+5.2%
Q2 2010$2,885,000
-18.2%
26,176
-18.2%
2.14%
-0.6%
Q1 2010$3,528,000
+33.0%
32,018
+33.1%
2.16%
+25.8%
Q4 2009$2,652,000
+62.3%
24,064
+62.3%
1.72%
+70.0%
Q3 2009$1,634,000
+46.2%
14,830
+46.2%
1.01%
+7.8%
Q2 2009$1,118,000
+71.2%
10,146
+71.2%
0.94%
+20.2%
Q1 2009$653,0005,9250.78%
Other shareholders
ISHARES TR shareholders Q3 2023
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