IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,019,862
-49.3%
45,440
-49.4%
0.23%
+4.1%
Q2 2023$9,902,762
-19.9%
89,732
-19.9%
0.22%
-59.7%
Q1 2023$12,356,391
+43411.5%
112,057
-56.5%
0.54%
-29.1%
Q4 2022$28,398
-99.6%
257,489
+277.2%
0.76%
+287.2%
Q3 2022$7,531,000
+7.8%
68,270
+7.8%
0.20%
-10.9%
Q2 2022$6,988,000
-23.7%
63,355
-23.6%
0.22%
+93.0%
Q1 2022$9,154,000
+549.7%
82,964
+549.7%
0.11%
+307.1%
Q4 2021$1,409,000
+240.3%
12,769
+241.9%
0.03%
+250.0%
Q3 2021$414,000
-7.4%
3,735
-7.6%
0.01%
-11.1%
Q2 2021$447,000
-29.4%
4,044
-29.3%
0.01%
-25.0%
Q1 2021$633,000
-76.4%
5,723
-76.4%
0.01%
-89.0%
Q4 2020$2,686,000
-0.7%
24,253
-0.7%
0.11%
-32.3%
Q3 2020$2,704,000
+22.1%
24,432
+22.4%
0.16%
-8.0%
Q2 2020$2,214,000
+24.7%
19,955
+24.7%
0.18%
-2.2%
Q1 2020$1,776,000
+820.2%
15,997
+805.8%
0.18%
+1093.3%
Q4 2019$193,000
+436.1%
1,766
+443.4%
0.02%
+650.0%
Q3 2019$36,000
-91.8%
325
-91.8%
0.00%
-96.7%
Q1 2019$438,000
-77.8%
3,948
-77.9%
0.06%
-50.0%
Q4 2018$1,973,000
+351.5%
17,883
+351.9%
0.12%
+566.7%
Q3 2018$437,000
+92.5%
3,957
+92.6%
0.02%
+80.0%
Q2 2018$227,000
+5.1%
2,054
+5.1%
0.01%0.0%
Q1 2018$216,0000.0%1,9550.0%0.01%0.0%
Q4 2017$216,0000.0%1,955
-0.3%
0.01%
+11.1%
Q3 2017$216,000
-0.9%
1,960
-0.9%
0.01%0.0%
Q2 2017$218,000
+4.3%
1,978
+4.6%
0.01%0.0%
Q1 2017$209,000
-45.1%
1,891
-45.3%
0.01%
-50.0%
Q4 2016$381,000
-16.4%
3,454
-16.3%
0.02%
-25.0%
Q3 2016$456,000
-9.2%
4,125
-9.3%
0.02%
-14.3%
Q2 2016$502,000
+14.6%
4,546
+15.1%
0.03%
-53.3%
Q1 2016$438,000
+177.2%
3,948
+175.7%
0.06%
+445.5%
Q4 2015$158,0001,4320.01%
Other shareholders
ISHARES TR shareholders Q1 2023
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