Pacific Center for Financial Services - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Pacific Center for Financial Services ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$333,841
-3.5%
3,022
-3.5%
0.11%
-0.9%
Q2 2023$345,819
-7.5%
3,131
-7.5%
0.11%
-11.6%
Q1 2023$374,043
-31.7%
3,385
-32.0%
0.13%
-39.7%
Q3 2022$548,000
+154.9%
4,979
+154.8%
0.21%
+140.4%
Q2 2022$215,0001,9540.09%
Other shareholders
ISHARES TR shareholders Q4 2023
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