Relative Value Partners Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 436 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Relative Value Partners Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$11,632,224
+144.1%
110,872
+143.3%
0.40%
+18.2%
Q4 2022$4,765,719
+1698.4%
45,575
+1792.6%
0.34%
+1427.3%
Q3 2022$265,000
-9.9%
2,408
-9.6%
0.02%
+10.0%
Q1 2022$294,000
-29.7%
2,663
-29.7%
0.02%
-33.3%
Q4 2021$418,0000.0%3,7870.0%0.03%
-3.2%
Q3 2021$418,0000.0%3,7870.0%0.03%
-6.1%
Q2 2021$418,000
-11.8%
3,787
-11.7%
0.03%
-19.5%
Q1 2021$474,000
-42.3%
4,291
-42.3%
0.04%
-47.4%
Q4 2020$822,000
-39.9%
7,434
-39.8%
0.08%
-45.1%
Q3 2020$1,367,000
-2.4%
12,345
-2.3%
0.14%
-3.4%
Q2 2020$1,400,000
-3.7%
12,642
-3.5%
0.15%
-14.0%
Q1 2020$1,454,000
-60.1%
13,097
-60.3%
0.17%
-51.1%
Q4 2019$3,644,000
-33.0%
32,989
-32.9%
0.35%
-36.2%
Q3 2019$5,437,000
-26.5%
49,150
-26.5%
0.55%
-29.0%
Q2 2019$7,401,000
-9.4%
66,885
-9.4%
0.77%
-11.5%
Q1 2019$8,167,000
-6.0%
73,862
-6.3%
0.87%
-13.5%
Q4 2018$8,692,000
-46.7%
78,803
-46.6%
1.01%
-44.2%
Q3 2018$16,308,000
-4.7%
147,664
-4.7%
1.81%
-4.4%
Q2 2018$17,114,000154,9651.89%
Other shareholders
ISHARES TR shareholders Q2 2021
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