Baird Financial Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Baird Financial Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,424,400
+67.9%
12,894
+67.9%
0.00%
+100.0%
Q2 2023$848,256
-15.5%
7,680
-15.4%
0.00%0.0%
Q1 2023$1,003,561
+97808.4%
9,082
-2.6%
0.00%
-33.3%
Q4 2022$1,025
-99.9%
9,328
-5.0%
0.00%0.0%
Q3 2022$1,080,000
+8.7%
9,822
+8.8%
0.00%0.0%
Q2 2022$994,000
+46.2%
9,030
+46.4%
0.00%
+50.0%
Q1 2022$680,000
-0.1%
6,1680.0%0.00%0.0%
Q4 2021$681,000
-17.4%
6,168
-17.3%
0.00%0.0%
Q3 2021$824,000
-14.2%
7,462
-14.1%
0.00%0.0%
Q2 2021$960,000
+18.7%
8,690
+18.7%
0.00%0.0%
Q1 2021$809,000
+148.2%
7,324
+148.3%
0.00%
+100.0%
Q4 2020$326,000
-34.8%
2,950
-34.7%
0.00%
-50.0%
Q3 2020$500,000
-60.2%
4,516
-60.2%
0.00%
-60.0%
Q2 2020$1,255,000
-62.0%
11,335
-61.9%
0.01%
-66.7%
Q1 2020$3,301,000
+12.1%
29,734
+11.5%
0.02%
+36.4%
Q4 2019$2,946,000
-23.9%
26,670
-23.8%
0.01%
-26.7%
Q3 2019$3,870,000
+34.6%
34,983
+34.7%
0.02%
+36.4%
Q2 2019$2,875,000
-77.2%
25,980
-77.3%
0.01%
-85.1%
Q1 2019$12,628,000
-36.1%
114,210
-36.3%
0.07%
-44.8%
Q4 2018$19,770,000
+9638.9%
179,241
+9646.7%
0.13%
+13300.0%
Q3 2018$203,000
-4.7%
1,839
-4.9%
0.00%0.0%
Q2 2018$213,0000.0%1,9330.0%0.00%0.0%
Q1 2018$213,000
+0.9%
1,933
+1.0%
0.00%0.0%
Q4 2017$211,0000.0%1,9130.0%0.00%
-50.0%
Q3 2017$211,000
-40.1%
1,913
-40.0%
0.00%
-33.3%
Q2 2017$352,000
+60.7%
3,188
+60.8%
0.00%
+50.0%
Q1 2017$219,000
-10.6%
1,983
-10.8%
0.00%
-33.3%
Q3 2015$245,000
-81.7%
2,223
-81.7%
0.00%
-76.9%
Q2 2015$1,338,00012,1290.01%
Other shareholders
ISHARES TR shareholders Q4 2020
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