Vivaldi Capital Management LP - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Vivaldi Capital Management LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$286,578
-0.4%
2,594
-0.5%
0.09%
+5.6%
Q2 2023$287,858
+1.1%
2,606
+1.2%
0.09%
+3.5%
Q1 2023$284,693
+0.8%
2,576
+0.3%
0.09%
+22.9%
Q4 2022$282,466
-43.4%
2,568
-43.0%
0.07%
-32.7%
Q2 2020$499,0004,5070.10%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders