Nicholas Hoffman & Company, LLC. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Nicholas Hoffman & Company, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$228,000
-0.4%
2,0710.0%0.01%
+28.6%
Q4 2021$229,000
-5.4%
2,071
-5.4%
0.01%
-83.3%
Q3 2021$242,000
-54.0%
2,190
-54.0%
0.04%
-55.8%
Q2 2021$526,000
-55.9%
4,758
-55.9%
0.10%
-60.4%
Q1 2021$1,192,000
+305.4%
10,782
+305.2%
0.24%
+252.9%
Q4 2020$294,000
-33.9%
2,661
-33.8%
0.07%
-42.4%
Q3 2020$445,000
-27.3%
4,018
-27.3%
0.12%
-33.0%
Q2 2020$612,000
-14.4%
5,528
-14.2%
0.18%
-27.0%
Q1 2020$715,000
-78.5%
6,444
-78.6%
0.24%
-73.7%
Q4 2019$3,323,000
+35.0%
30,080
+35.2%
0.92%
+22.6%
Q3 2019$2,461,000
-55.8%
22,245
-55.8%
0.75%
-13.4%
Q2 2019$5,568,000
+84.4%
50,322
+84.3%
0.86%
-10.6%
Q1 2019$3,019,000
-36.1%
27,305
-36.2%
0.97%
-40.4%
Q4 2018$4,724,000
-45.6%
42,831
-45.5%
1.62%
+11.2%
Q3 2018$8,682,000
+94.2%
78,610
+94.2%
1.46%
-11.0%
Q2 2018$4,471,000
+16.3%
40,486
+16.2%
1.64%
+9.6%
Q1 2018$3,846,00034,8501.50%
Other shareholders
ISHARES TR shareholders Q4 2020
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