Crescent Grove Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Crescent Grove Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,504,355
-60.1%
22,670
-60.1%
0.31%
-53.6%
Q2 2023$6,269,473
-15.6%
56,763
-15.5%
0.67%
-21.9%
Q1 2023$7,426,595
+135.4%
67,209
+134.2%
0.86%
+162.8%
Q4 2022$3,154,704
+392.9%
28,700
+393.1%
0.33%
+343.2%
Q3 2022$640,000
-75.4%
5,820
-75.4%
0.07%
-73.0%
Q2 2022$2,603,000
+295.0%
23,640
+295.4%
0.27%
+321.5%
Q1 2022$659,000
-0.2%
5,9790.0%0.06%
+4.8%
Q4 2021$660,000
-26.4%
5,979
-26.4%
0.06%
-34.7%
Q3 2021$897,000
-15.9%
8,119
-15.9%
0.10%
-15.2%
Q2 2021$1,067,0000.0%9,6590.0%0.11%
-10.4%
Q1 2021$1,067,0009,6590.12%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders