Sowell Financial Services LLC - 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
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,465,000
-52.9%
22,317
-52.9%
0.16%
-46.9%
Q2 2023$5,238,000
+20.2%
47,423
+19.7%
0.29%
-33.5%
Q3 2022$4,356,000
+1615.0%
39,602
+1621.8%
0.44%
+4777.8%
Q1 2021$254,000
-12.7%
2,300
-12.5%
0.01%
-25.0%
Q4 2020$291,000
-4.3%
2,629
-4.4%
0.01%
-20.0%
Q3 2020$304,000
-97.6%
2,749
-97.6%
0.02%
-97.9%
Q2 2020$12,868,000
+135.6%
116,203
+136.2%
0.71%
+75.0%
Q1 2020$5,462,000
+1116.5%
49,198
+1110.6%
0.40%
+1088.2%
Q4 2019$449,000
-49.9%
4,064
-49.8%
0.03%
-54.1%
Q3 2019$896,000
+182.6%
8,098
+182.3%
0.07%
+111.4%
Q1 2019$317,0002,8690.04%
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