New Capital Management LP - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

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 Q3 2023
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders