Shepherd Financial Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
Shepherd Financial Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,339,840
+49.8%
48,338
+49.8%
0.84%
+51.5%
Q2 2023$3,564,500
-49.9%
32,273
-49.9%
0.55%
-53.5%
Q1 2023$7,118,080
+134.6%
64,417
+133.4%
1.19%
+116.8%
Q4 2022$3,034,342
+60.1%
27,605
+60.3%
0.55%
+48.4%
Q3 2022$1,895,000
+679.8%
17,225
+684.7%
0.37%
+460.6%
Q2 2020$243,000
-98.7%
2,195
-98.7%
0.07%
-98.2%
Q2 2019$19,086,000
+1.3%
172,487
+1.3%
3.58%
-1.8%
Q1 2019$18,836,000
+0.4%
170,351
+0.4%
3.65%
-10.5%
Q4 2018$18,756,000
+3139.4%
169,745
+3131.4%
4.08%
+2793.6%
Q2 2017$579,0005,2530.14%
Other shareholders
ISHARES TR shareholders Q3 2022
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