Fieldpoint Private Securities, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Fieldpoint Private Securities, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$328,0000.0%2,9750.0%0.10%
+39.7%
Q1 2022$328,0000.0%2,9750.0%0.07%
+6.2%
Q4 2021$328,000
-4.9%
2,975
-4.8%
0.06%
-15.8%
Q3 2021$345,0000.0%3,1250.0%0.08%
+1.3%
Q2 2021$345,000
-5.5%
3,125
-5.4%
0.08%
-11.8%
Q1 2021$365,0000.0%3,3050.0%0.08%
+2.4%
Q4 2020$365,000
-1.9%
3,305
-1.7%
0.08%
-24.5%
Q3 2020$372,000
-5.8%
3,363
-5.7%
0.11%
-17.3%
Q2 2020$395,000
+4.8%
3,566
+4.9%
0.13%
-8.3%
Q1 2020$377,000
-2.3%
3,400
-2.6%
0.14%
+28.3%
Q4 2019$386,000
-16.6%
3,490
-16.7%
0.11%
-32.7%
Q3 2019$463,000
-0.2%
4,1900.0%0.17%
+15.9%
Q2 2019$464,000
+0.2%
4,1900.0%0.14%
-24.5%
Q1 2019$463,000
-3.3%
4,190
-3.5%
0.19%
-9.4%
Q4 2018$479,000
+522.1%
4,340
+520.0%
0.21%
+631.0%
Q3 2018$77,0007000.03%
Other shareholders
ISHARES TR shareholders Q4 2020
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