BFSG, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 469 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
BFSG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$961
+15.1%
8,703
+15.2%
0.16%
+9.9%
Q2 2023$835
+313.4%
7,557
+313.9%
0.14%
+283.8%
Q1 2023$202
-100.0%
1,826
-53.5%
0.04%
-59.8%
Q3 2022$432,000
-21.7%
3,923
-21.5%
0.09%
+19.5%
Q4 2021$552,000
+6.0%
5,000
+5.9%
0.08%
-3.8%
Q3 2021$521,000
-29.5%
4,720
-29.4%
0.08%
-33.3%
Q1 2021$739,000
-37.4%
6,690
-37.4%
0.12%
-38.8%
Q4 2020$1,181,000
-35.1%
10,685
-35.0%
0.20%
-42.2%
Q3 2020$1,819,000
-30.9%
16,435
-30.9%
0.34%
-40.3%
Q2 2020$2,633,000
-49.9%
23,778
-49.8%
0.57%
-57.9%
Q1 2020$5,260,000
-1.4%
47,383
-1.9%
1.35%
+34.1%
Q4 2019$5,337,000
-34.4%
48,313
-34.3%
1.01%
-44.2%
Q3 2019$8,138,000
-20.7%
73,570
-20.7%
1.80%
-55.0%
Q2 2019$10,266,000
+9.7%
92,777
+9.6%
4.00%
+14.3%
Q1 2019$9,357,000
+15.0%
84,627
+14.7%
3.50%
-5.2%
Q4 2018$8,140,00073,8023.70%
Other shareholders
ISHARES TR shareholders Q2 2020
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