Fortis Advisors, 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
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 Q3 2022
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders