PERSONAL CFO SOLUTIONS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.9%.

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 Q3 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