AdvicePeriod, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 216 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
AdvicePeriod, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$2,195,000
-5.8%
19,865
-5.8%
0.14%
-13.3%
Q1 2021$2,329,000
-2.7%
21,077
-2.6%
0.16%
-10.3%
Q4 2020$2,393,000
-8.6%
21,650
-8.4%
0.18%
-22.4%
Q3 2020$2,617,000
-28.4%
23,638
-28.4%
0.24%
-40.5%
Q2 2020$3,653,000
+28.3%
32,991
+28.7%
0.40%
+34.0%
Q1 2020$2,847,000
-46.9%
25,640
-45.5%
0.30%
-36.7%
Q4 2019$5,365,000
-19.3%
47,037
-19.7%
0.47%
-23.9%
Q3 2019$6,651,000
+12.1%
58,590
+12.5%
0.62%
+11.0%
Q2 2019$5,932,000
+19.4%
52,080
+20.0%
0.56%
+16.8%
Q1 2019$4,969,000
+73.0%
43,410
+72.4%
0.48%
+46.2%
Q4 2018$2,872,000
+17.5%
25,177
+13.8%
0.32%
+22.2%
Q3 2018$2,444,000
+30.9%
22,129
+30.9%
0.27%
-10.4%
Q2 2018$1,867,000
+2.4%
16,909
+2.3%
0.30%
-5.7%
Q1 2018$1,824,000
+13.9%
16,529
+13.8%
0.32%
+3.6%
Q4 2017$1,601,00014,5190.30%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders