PERSONAL CFO SOLUTIONS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$18,037,587
-15.0%
163,310
-14.9%
3.66%
-16.4%
Q1 2023$21,217,308
+18.2%
192,012
+17.5%
4.38%
+15.3%
Q4 2022$17,955,841
-13.2%
163,354
-13.2%
3.80%
-26.9%
Q3 2022$20,697,000
-5.2%
188,155
-5.1%
5.20%
+1.5%
Q2 2022$21,840,000
+1136.0%
198,367
+1137.8%
5.12%
+1371.8%
Q1 2022$1,767,00016,0260.35%
Other shareholders
ISHARES TR shareholders Q2 2022
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