SIMON QUICK ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 469 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

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 Q2 2020
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