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 Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q1 2021
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