Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 303 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$60,609,529
-29.5%
548,651
-29.5%
2.36%
-27.5%
Q2 2023$85,961,245
+4.7%
778,282
+4.7%
3.26%
-3.2%
Q1 2023$82,114,890
+83.2%
743,121
+82.2%
3.37%
+67.9%
Q4 2022$44,831,871
+10.2%
407,859
+10.3%
2.01%
-4.1%
Q3 2022$40,671,000
+798.0%
369,737
+798.9%
2.09%
+597.3%
Q2 2022$4,529,000
+451.0%
41,133
+451.6%
0.30%
+552.2%
Q1 2022$822,000
+7.0%
7,457
+7.2%
0.05%
+12.2%
Q4 2021$768,000
-29.3%
6,954
-29.3%
0.04%
-35.9%
Q3 2021$1,086,000
-6.1%
9,834
-6.1%
0.06%
-7.2%
Q2 2021$1,157,000
-35.1%
10,476
-35.0%
0.07%
-43.4%
Q1 2021$1,782,000
-6.1%
16,128
-6.0%
0.12%
-13.5%
Q4 2020$1,897,000
-75.5%
17,164
-75.5%
0.14%
-79.0%
Q3 2020$7,748,000
+123.7%
69,988
+123.7%
0.67%
+97.6%
Q2 2020$3,464,000
-54.6%
31,284
-54.4%
0.34%
-67.1%
Q1 2020$7,623,000
+156.8%
68,666
+155.4%
1.03%
+227.2%
Q4 2019$2,969,000
-1.4%
26,882
-1.2%
0.32%
-20.6%
Q3 2019$3,011,000
+1.3%
27,219
+1.3%
0.40%
+3.1%
Q2 2019$2,973,000
-41.8%
26,872
-41.9%
0.39%
-49.0%
Q1 2019$5,111,00046,2250.76%
Other shareholders
ISHARES TR shareholders Q1 2019
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