Kovitz Investment Group Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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 Q3 2023
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 2,749,018$303,547,00058.25%
Cornerstone Retirement Group, Inc. 1,508$300,560,00055.44%
Divergent Wealth Advisors 913,670$100,887,00020.44%
Manhattan West Asset Management, LLC 174,828$19,305,00011.57%
3EDGE Asset Management, LP 1,090,337$120,395,00010.31%
AGILIS PARTNERS LLC 174,126$19,227,0009.62%
QUATTRO FINANCIAL ADVISORS LLC 170,873$18,868,0006.67%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 885,159$97,739,0006.22%
Vise Technologies, Inc. 200,005$22,085,0005.98%
IronBridge Private Wealth, LLC 76,218$8,416,0004.38%
View complete list of ISHARES TR shareholders