Steward Partners Investment Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,308,116
-17.6%
138,573
-17.7%
0.24%
-15.8%
Q2 2023$18,586,826
+7.6%
168,283
+7.7%
0.28%
+1.1%
Q1 2023$17,270,398
+37.5%
156,293
+36.8%
0.28%
+29.0%
Q4 2022$12,559,161
+365.8%
114,257
+366.2%
0.21%
+328.0%
Q3 2022$2,696,000
-41.0%
24,508
-40.9%
0.05%
-40.5%
Q2 2022$4,566,000
-31.5%
41,468
-31.4%
0.08%
-18.4%
Q1 2022$6,666,000
-1.3%
60,467
-1.1%
0.10%0.0%
Q4 2021$6,751,000
-19.6%
61,137
-19.6%
0.10%
-28.5%
Q3 2021$8,400,000
-12.2%
76,039
-12.1%
0.14%
-11.1%
Q2 2021$9,562,000
-100.0%
86,540
-62.0%
0.16%
-26.7%
Q1 2021$25,164,364,000
+181973.4%
227,712
+82.1%
0.22%
-26.1%
Q4 2020$13,821,000
-16.7%
125,039
-16.6%
0.30%
-28.5%
Q3 2020$16,591,000
+3.8%
149,876
+3.9%
0.42%
-8.1%
Q2 2020$15,980,000
+20.5%
144,306
+20.8%
0.46%
-6.4%
Q1 2020$13,264,000
+18.7%
119,474
+18.1%
0.49%
+47.3%
Q4 2019$11,170,000
+5.1%
101,130
+5.2%
0.33%
-7.8%
Q3 2019$10,629,000
-2.8%
96,093
-2.7%
0.36%
-10.7%
Q2 2019$10,933,000
+41.7%
98,808
+41.6%
0.40%
+22.6%
Q1 2019$7,713,000
+12.2%
69,757
+12.0%
0.33%
-2.4%
Q4 2018$6,872,000
+27.6%
62,310
+27.8%
0.34%
+30.4%
Q3 2018$5,384,000
+17.0%
48,746
+17.0%
0.26%
-6.5%
Q2 2018$4,602,000
+20818.2%
41,669
+20426.6%
0.28%
+13650.0%
Q1 2018$22,000
+15.8%
203
+14.0%
0.00%
-33.3%
Q1 2017$19,0001780.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders