Fortis Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 436 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Fortis Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$811,676
+1.3%
7,347
+1.2%
0.58%
+6.7%
Q2 2023$801,594
+1.1%
7,258
+1.2%
0.54%
+4.1%
Q1 2023$792,780
-10.3%
7,174
-10.8%
0.52%
-23.0%
Q4 2022$883,717
+104.6%
8,040
+104.9%
0.67%
+118.5%
Q3 2022$432,000
+0.2%
3,923
+0.3%
0.31%
+7.7%
Q2 2022$431,0000.0%3,910
+0.1%
0.29%
+21.2%
Q1 2022$431,0000.0%3,9060.0%0.24%
-5.6%
Q4 2021$431,000
-0.2%
3,9060.0%0.25%
-5.3%
Q3 2021$432,0000.0%3,9060.0%0.26%
+5.6%
Q2 2021$432,0000.0%3,9060.0%0.25%
-18.6%
Q1 2021$432,0000.0%3,9060.0%0.31%
-19.4%
Q4 2020$432,0000.0%3,906
+0.2%
0.38%
-5.5%
Q3 2020$432,000
-72.8%
3,900
-72.8%
0.40%
-74.4%
Q2 2020$1,590,000
+0.6%
14,357
+0.9%
1.58%
+49.0%
Q1 2020$1,580,000
+2.5%
14,232
+1.9%
1.06%
+13.5%
Q4 2019$1,542,000
+11.5%
13,960
+11.7%
0.93%
+43.4%
Q3 2019$1,383,000
+0.6%
12,499
+0.6%
0.65%
-2.5%
Q2 2019$1,375,000
+18.8%
12,429
+18.8%
0.67%
+9.9%
Q1 2019$1,157,00010,4610.61%
Other shareholders
ISHARES TR shareholders Q2 2021
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