Cornerstone Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 134 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$708,000
+136.0%
6,379
+1561.2%
0.14%
+277.8%
Q1 2019$300,000
-93.2%
384
-99.9%
0.04%
-35.7%
Q3 2018$4,443,000
+1226.3%
490,108
+1228.3%
0.06%
+1300.0%
Q2 2018$335,000
-16.2%
36,897
+915.9%
0.00%
-94.7%
Q1 2018$400,000
-15.4%
3,632
-15.8%
0.08%
-14.6%
Q4 2017$473,000
-2.7%
4,311
-3.0%
0.09%
-11.9%
Q3 2017$486,000
+50.5%
4,443
+50.0%
0.10%
+40.3%
Q2 2017$323,000
-38.6%
2,962
-38.4%
0.07%
-44.6%
Q1 2017$526,000
+5.8%
4,809
+6.7%
0.13%
-18.2%
Q4 2016$497,000
+4.6%
4,508
+4.6%
0.16%
-9.1%
Q3 2016$475,000
-51.6%
4,309
-51.5%
0.18%
-76.5%
Q1 2016$981,0008,8900.74%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 54,968$6,061,0005.65%
SFMG, LLC 211,758$23,340,0005.32%
Quantitative Advantage, LLC 163,672$18,040,0005.13%
Horizon Investments, LLC 591,733$65,221,0005.13%
CURIAN CAPITAL LLC 536,650$59,150,0004.38%
AMERICAN ASSET MANAGEMENT INC. 28,000$3,086,0002.92%
HT Partners LLC 32,870$3,623,0002.35%
JAMES INVESTMENT RESEARCH INC 855,408$94,283,0002.33%
Milliman Financial Risk Management LLC 1,921,514$211,789,0002.22%
CEDAR CAPITAL, LLC 77,085$8,496,0001.90%
View complete list of ISHARES TR shareholders