Spearhead Capital Advisors, 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
Spearhead Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$300,000
-0.3%
2,7260.0%0.04%
+21.6%
Q1 2022$301,000
-15.4%
2,726
-15.5%
0.04%
-14.0%
Q4 2021$356,0000.0%3,2260.0%0.04%
-8.5%
Q3 2021$356,000
-10.1%
3,226
-10.1%
0.05%
-13.0%
Q2 2021$396,000
-0.3%
3,5880.0%0.05%
-8.5%
Q1 2021$397,000
+47.0%
3,588
+46.9%
0.06%
+37.2%
Q4 2020$270,000
-6.9%
2,442
-6.9%
0.04%
-21.8%
Q3 2020$290,000
-6.5%
2,622
-6.4%
0.06%
-16.7%
Q2 2020$310,000
-18.8%
2,802
-18.6%
0.07%
-40.0%
Q1 2020$382,000
+41.5%
3,441
+41.0%
0.11%
+64.2%
Q4 2019$270,000
-28.9%
2,441
-28.9%
0.07%
-36.8%
Q3 2019$380,0003,4350.11%
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