Quadrant Private Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

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 Q2 2022
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