Oliver Luxxe Assets LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q1 2022
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