New Capital Management LP - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
New Capital Management LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,296,773
+57.4%
102,261
+57.4%
3.92%
+42.9%
Q1 2023$7,177,528
+56.0%
64,955
+55.2%
2.74%
+38.5%
Q4 2022$4,599,932
+1218.0%
41,848
+1219.7%
1.98%
+930.7%
Q3 2022$349,0003,1710.19%
Other shareholders
ISHARES TR shareholders Q4 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