Oliver Luxxe Assets LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Oliver Luxxe Assets LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$211,219
-15.8%
1,912
-15.8%
0.05%
-14.3%
Q2 2023$250,942
-16.6%
2,272
-16.5%
0.06%
-20.3%
Q1 2023$300,781
+4.4%
2,722
+3.8%
0.08%
-1.2%
Q4 2022$288,210
-10.5%
2,622
-10.4%
0.08%
-20.8%
Q3 2022$322,000
-3.3%
2,925
-3.3%
0.10%
+3.1%
Q2 2022$333,000
-6.5%
3,025
-6.2%
0.10%
+8.9%
Q1 2022$356,000
-57.5%
3,225
-57.4%
0.09%
-18.9%
Q4 2021$837,000
+87.7%
7,576
+87.6%
0.11%
-9.8%
Q3 2021$446,000
-1.8%
4,038
-1.8%
0.12%
-1.6%
Q2 2021$454,000
-47.0%
4,113
-47.0%
0.12%
-51.4%
Q1 2021$857,000
-28.3%
7,758
-28.3%
0.26%
-31.1%
Q4 2020$1,195,000
-25.4%
10,813
-25.3%
0.37%
-37.5%
Q3 2020$1,602,000
+160.5%
14,473
+160.6%
0.60%
+84.8%
Q2 2020$615,000
-61.2%
5,553
-61.2%
0.32%
-67.5%
Q1 2020$1,587,000
+46.3%
14,314
+45.7%
1.00%
+75.5%
Q4 2019$1,085,000
+56.3%
9,826
+56.6%
0.57%
+40.3%
Q3 2019$694,000
+12.5%
6,275
+12.5%
0.40%
+18.1%
Q2 2019$617,000
+11.2%
5,580
+11.2%
0.34%
+6.5%
Q1 2019$555,000
+43.4%
5,017
+43.0%
0.32%
+23.0%
Q4 2018$387,000
+15.9%
3,509
+15.8%
0.26%
+37.4%
Q3 2018$334,0003,0290.19%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders