Anchor Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$93,170
-0.3%
8460.0%0.01%
-8.3%
Q3 2023$93,458
-67.2%
846
-67.2%
0.01%
-66.7%
Q2 2023$284,961
-0.0%
2,5800.0%0.04%
-7.7%
Q1 2023$285,090
+0.5%
2,5800.0%0.04%
-4.9%
Q4 2022$283,594
-0.7%
2,580
-0.6%
0.04%
-6.8%
Q3 2022$285,450
-0.1%
2,5950.0%0.04%
+7.3%
Q2 2022$285,710
-0.1%
2,5950.0%0.04%
+13.9%
Q1 2022$286,099
-0.2%
2,5950.0%0.04%0.0%
Q4 2021$286,540
-0.0%
2,5950.0%0.04%
-10.0%
Q3 2021$286,670
-0.0%
2,5950.0%0.04%0.0%
Q2 2021$286,722
-16.2%
2,595
-16.2%
0.04%
-23.1%
Q1 2021$342,028
-0.0%
3,0950.0%0.05%
-16.1%
Q4 2020$342,090
-0.2%
3,0950.0%0.06%
-11.4%
Q3 2020$342,6173,0950.07%
Other shareholders
ISHARES TR shareholders Q1 2022
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