Founders Capital Management - 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
Founders Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$120,722
+99670.2%
1,0930.0%0.09%
-5.4%
Q1 2023$121
+0.8%
1,0930.0%0.09%
+3.3%
Q4 2022$120
-99.9%
1,0930.0%0.09%
-8.2%
Q3 2022$120,0000.0%1,0930.0%0.10%
+3.2%
Q2 2022$120,000
-0.8%
1,0930.0%0.10%
+21.8%
Q1 2022$121,0000.0%1,0930.0%0.08%0.0%
Q4 2021$121,0000.0%1,0930.0%0.08%
-6.0%
Q3 2021$121,0000.0%1,0930.0%0.08%
+5.1%
Q2 2021$121,000
+2.5%
1,093
+2.1%
0.08%
-6.0%
Q1 2021$118,0000.0%1,0700.0%0.08%
+1.2%
Q4 2020$118,000
-0.8%
1,0700.0%0.08%
-32.5%
Q1 2020$119,000
+0.8%
1,0700.0%0.12%
+38.2%
Q4 2019$118,0000.0%1,0700.0%0.09%
-5.3%
Q3 2019$118,0000.0%1,0700.0%0.09%
-9.6%
Q2 2019$118,0000.0%1,0700.0%0.10%
-6.3%
Q1 2019$118,0000.0%1,0700.0%0.11%
-11.9%
Q4 2018$118,0000.0%1,0700.0%0.13%
+29.9%
Q3 2018$118,0000.0%1,0700.0%0.10%
-6.7%
Q2 2018$118,0000.0%1,0700.0%0.10%
+5.1%
Q1 2018$118,0000.0%1,0700.0%0.10%
+1.0%
Q4 2017$118,0000.0%1,0700.0%0.10%0.0%
Q3 2017$118,0000.0%1,0700.0%0.10%
-6.7%
Q2 2017$118,0000.0%1,0700.0%0.10%
-0.9%
Q1 2017$118,0001,0700.11%
Other shareholders
ISHARES TR shareholders Q3 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