Wealth Advisors of Tampa Bay, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 441 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 2.0%.

Quarter-by-quarter ownership
Wealth Advisors of Tampa Bay, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$273,744
+29.0%
2,478
+29.1%
0.08%
-38.0%
Q1 2023$212,160
-32.0%
1,920
-32.0%
0.12%
-44.5%
Q4 2020$312,000
-52.2%
2,823
-52.2%
0.22%
-55.1%
Q3 2020$653,0000.0%5,9000.0%0.48%
-11.0%
Q2 2020$653,000
-0.3%
5,9000.0%0.54%
-25.7%
Q1 2020$655,0005,9000.73%
Other shareholders
ISHARES TR shareholders Q1 2020
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