Quadrant Private Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 459 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Quadrant Private Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$303,875
+1.4%
2,750
+0.9%
0.10%
-5.0%
Q4 2022$299,532
-0.2%
2,7250.0%0.10%
-18.7%
Q2 2022$300,0000.0%2,7250.0%0.12%
+9.8%
Q1 2022$300,000
-0.3%
2,7250.0%0.11%0.0%
Q4 2021$301,0000.0%2,7250.0%0.11%
-9.7%
Q3 2021$301,0000.0%2,7250.0%0.12%
+1.6%
Q2 2021$301,000
-18.6%
2,725
-18.6%
0.12%
-24.2%
Q1 2021$370,000
-29.0%
3,348
-28.9%
0.16%
-30.6%
Q4 2020$521,000
-7.1%
4,710
-7.1%
0.23%
-17.7%
Q3 2020$561,000
+37.2%
5,071
+37.3%
0.28%
+19.5%
Q2 2020$409,0003,6940.24%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders