Vivaldi Capital Management LP - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q4 2023
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