Kovitz Investment Group 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
Kovitz Investment Group Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,701,386
+0.2%
24,454
+0.1%
0.05%
+22.5%
Q2 2023$2,697,206
+99944.7%
24,420
+0.1%
0.04%
-14.9%
Q1 2023$2,696
-7.3%
24,399
-7.7%
0.05%
-17.5%
Q4 2022$2,907
-99.9%
26,447
-0.5%
0.06%
-16.2%
Q3 2022$2,923,000
-0.3%
26,572
-0.2%
0.07%
+4.6%
Q2 2022$2,932,000
-1.0%
26,632
-0.9%
0.06%
+16.1%
Q1 2022$2,962,000
-5.9%
26,865
-5.7%
0.06%
-24.3%
Q4 2021$3,148,000
+5.7%
28,484
+5.7%
0.07%
+25.4%
Q3 2021$2,977,000
-0.2%
26,948
-0.2%
0.06%0.0%
Q2 2021$2,984,000
-2.9%
27,004
-2.9%
0.06%
-18.1%
Q1 2021$3,074,000
-2.4%
27,813
-2.4%
0.07%
-6.5%
Q4 2020$3,148,000
-1.7%
28,483
-1.6%
0.08%
-14.4%
Q3 2020$3,203,000
-2.7%
28,933
-2.7%
0.09%
-11.8%
Q2 2020$3,292,000
-5.6%
29,729
-5.8%
0.10%
+1.0%
Q4 2019$3,486,000
-0.7%
31,560
-0.5%
0.10%
-9.8%
Q3 2019$3,510,000
-9.8%
31,730
-9.8%
0.11%
-8.9%
Q2 2019$3,893,000
+0.3%
35,183
+0.2%
0.12%0.0%
Q1 2019$3,882,000
-0.6%
35,106
-0.8%
0.12%
-20.1%
Q4 2018$3,904,00035,3940.15%
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