SIMON QUICK ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 187 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,315,187
+2.4%
192,950
+2.4%
2.01%
+4.6%
Q2 2023$20,812,646
+211.0%
188,435
+211.1%
1.92%
+164.7%
Q1 2023$6,692,654
+4749.7%
60,567
+4776.6%
0.73%
+1323.5%
Q1 2020$138,000
-47.3%
1,242
-47.8%
0.05%
-46.3%
Q4 2018$262,000
+555.0%
2,378
+556.9%
0.10%
+493.8%
Q3 2018$40,000
+21.2%
362
+19.1%
0.02%
+14.3%
Q2 2018$33,000
-2.9%
3040.0%0.01%0.0%
Q1 2018$34,000
+9.7%
304
+7.0%
0.01%0.0%
Q4 2017$31,000
+121.4%
284
+127.2%
0.01%
+180.0%
Q3 2017$14,000
+133.3%
125
+119.3%
0.01%
+66.7%
Q2 2017$6,000
+100.0%
57
+90.0%
0.00%
+50.0%
Q1 2017$3,000300.00%
Other shareholders
ISHARES TR shareholders Q1 2018
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