Probity Advisors, Inc. - 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
Probity Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,779,230
-5.4%
16,106
-5.4%
0.41%
-0.2%
Q2 2023$1,880,522
-1.3%
17,026
-1.8%
0.41%
-4.9%
Q4 2022$1,905,793
+32.9%
17,338
+33.0%
0.43%
+21.3%
Q3 2022$1,434,000
-5.3%
13,040
-5.2%
0.36%
+1.4%
Q2 2022$1,515,000
-0.9%
13,758
-0.7%
0.35%
+11.4%
Q1 2022$1,528,000
-0.2%
13,858
-0.1%
0.32%
+4.0%
Q4 2021$1,531,000
-21.5%
13,868
-21.5%
0.30%
-24.8%
Q3 2021$1,950,000
+13.1%
17,656
+13.1%
0.40%
+11.0%
Q2 2021$1,724,000
-15.2%
15,605
-15.1%
0.36%
-20.0%
Q1 2021$2,032,000
+30.1%
18,388
+30.3%
0.45%
+2.7%
Q3 2020$1,562,000
-14.9%
14,107
-14.9%
0.44%
-22.3%
Q2 2020$1,836,000
+81.2%
16,582
+81.7%
0.57%
+53.0%
Q1 2020$1,013,000
+87.6%
9,124
+86.5%
0.37%
+128.2%
Q4 2019$540,000
-36.0%
4,891
-35.9%
0.16%
-40.5%
Q3 2019$844,000
-21.0%
7,627
-21.1%
0.27%
-22.8%
Q2 2019$1,069,000
+150.4%
9,664
+150.4%
0.36%
+141.5%
Q1 2019$427,000
-4.5%
3,859
-4.7%
0.15%
-11.4%
Q4 2018$447,000
+81.7%
4,050
+81.7%
0.17%
+50.9%
Q2 2016$246,0002,2290.11%
Other shareholders
ISHARES TR shareholders Q3 2021
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