Proficio Capital Partners LLC - 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
Proficio Capital Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,302,974
+596.9%
66,108
+596.8%
0.97%
+580.4%
Q2 2023$1,047,971
-95.3%
9,488
-95.3%
0.14%
-96.0%
Q1 2023$22,457,043
+161.6%
203,231
+160.2%
3.56%
+119.3%
Q4 2022$8,585,099
+15.8%
78,103
+15.9%
1.62%
+19.0%
Q3 2022$7,415,000
+59.8%
67,409
+60.0%
1.37%
+57.4%
Q2 2022$4,640,000
+1825.3%
42,143
+1827.9%
0.87%
+2311.1%
Q1 2022$241,000
-18.3%
2,186
-18.0%
0.04%
-21.7%
Q4 2020$295,0000.0%2,6650.0%0.05%
-11.5%
Q3 2020$295,000
-39.4%
2,665
-39.4%
0.05%
-47.5%
Q2 2020$487,000
-76.8%
4,395
-76.7%
0.10%
-81.2%
Q1 2020$2,096,000
+17366.7%
18,880
+17221.1%
0.53%
+13050.0%
Q2 2019$12,0000.0%1090.0%0.00%0.0%
Q1 2019$12,0000.0%1090.0%0.00%
-20.0%
Q4 2018$12,0000.0%1090.0%0.01%
+25.0%
Q3 2018$12,0000.0%1090.0%0.00%
-20.0%
Q2 2018$12,0001090.01%
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