HMS Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 441 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 2.0%.

Quarter-by-quarter ownership
HMS Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$1,338,000
-2.3%
12,108
-2.3%
0.60%
+3.8%
Q1 2021$1,370,000
-51.0%
12,393
-51.0%
0.58%
-54.4%
Q4 2020$2,798,000
-12.2%
25,312
-12.1%
1.27%
+2.7%
Q3 2020$3,188,000
-18.5%
28,794
-18.5%
1.24%
-28.1%
Q2 2020$3,913,000
+10.9%
35,335
+11.2%
1.72%
-49.9%
Q1 2020$3,527,000
+0.7%
31,772
+0.2%
3.44%
+132.9%
Q4 2019$3,504,000
+38.8%
31,718
+38.9%
1.48%
+57.1%
Q3 2019$2,525,000
-31.4%
22,829
-31.4%
0.94%
-40.9%
Q2 2019$3,682,000
+10.4%
33,274
+10.3%
1.59%
+11.8%
Q1 2019$3,336,00030,1741.42%
Other shareholders
ISHARES TR shareholders Q1 2020
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