Strategic Wealth Partners, Ltd. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Strategic Wealth Partners, Ltd. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$11,605,508
+20.9%
105,027
+20.3%
1.78%
-0.2%
Q4 2022$9,596,541
+35.5%
87,305
+35.6%
1.78%
+18.7%
Q3 2022$7,080,324
+4.8%
64,367
+4.9%
1.50%
+2.9%
Q2 2022$6,756,000
+569.6%
61,365
+570.8%
1.46%
+640.6%
Q1 2022$1,009,000
+26.8%
9,148
+27.0%
0.20%
+30.5%
Q4 2021$796,000
-2.5%
7,205
-2.5%
0.15%
-37.1%
Q3 2021$816,000
+56.0%
7,388
+56.2%
0.24%
+40.4%
Q2 2021$523,000
-40.7%
4,730
-40.7%
0.17%
-51.4%
Q1 2021$882,000
-15.8%
7,980
-15.8%
0.35%
-19.8%
Q4 2020$1,047,000
-27.0%
9,474
-26.8%
0.44%
-39.4%
Q3 2020$1,434,000
-23.7%
12,951
-23.7%
0.72%
-25.4%
Q2 2020$1,880,000
-18.0%
16,976
-18.2%
0.97%
-18.7%
Q1 2020$2,294,000
+0.0%
20,7630.0%1.20%
+0.2%
Q4 2019$2,293,000
-99.9%
20,763
-46.8%
1.19%
-87.3%
Q3 2019$1,825,327,000
+25028.4%
39,052
-40.5%
9.38%
+167.6%
Q2 2019$7,264,000
+27.0%
65,659
+26.8%
3.51%
+33.5%
Q1 2019$5,721,000
+124.9%
51,801
+163.1%
2.63%
+104.5%
Q4 2018$2,544,000
+1275.1%
19,688
+1076.8%
1.28%
+1197.0%
Q3 2018$185,0001,6730.10%
Other shareholders
ISHARES TR shareholders Q3 2021
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