Venturi Wealth Management, 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
Venturi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,216,912
-0.1%
20,068
-0.1%
0.17%
-2.2%
Q2 2023$2,219,383
-0.4%
20,094
-0.3%
0.18%
-2.7%
Q1 2023$2,227,901
+0.8%
20,162
+0.2%
0.18%
-6.2%
Q4 2022$2,211,151
-1.6%
20,116
-1.5%
0.20%
-9.7%
Q3 2022$2,247,000
-62.4%
20,428
-62.1%
0.22%
-72.4%
Q1 2020$5,982,00053,8860.78%
Other shareholders
ISHARES TR shareholders Q3 2023
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