White Lighthouse Investment Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 216 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
White Lighthouse Investment Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,242,727
+9.2%
110,824
+9.1%
2.97%
+11.1%
Q2 2023$11,215,424
+40.7%
101,543
+40.7%
2.68%
+33.3%
Q1 2023$7,972,354
+13.1%
72,148
+12.5%
2.01%
+4.8%
Q4 2022$7,052,028
+1.9%
64,156
+1.9%
1.92%
-5.0%
Q3 2022$6,923,000
-0.5%
62,937
-0.4%
2.02%
+1.3%
Q2 2022$6,957,000
+5.9%
63,187
+6.1%
1.99%
+19.2%
Q1 2022$6,568,000
-1.3%
59,574
-1.2%
1.67%
+0.7%
Q4 2021$6,655,000
+23.3%
60,272
+23.4%
1.66%
+14.5%
Q3 2021$5,397,000
+5.2%
48,857
+5.2%
1.45%
+3.0%
Q2 2021$5,131,000
+6.3%
46,443
+6.3%
1.41%
-4.8%
Q1 2021$4,827,000
-3.6%
43,676
-3.6%
1.48%
-7.6%
Q4 2020$5,008,000
-10.0%
45,305
-9.8%
1.60%
-17.0%
Q3 2020$5,562,000
-6.3%
50,248
-6.2%
1.93%
-11.6%
Q2 2020$5,935,000
-9.1%
53,591
-8.9%
2.18%
-20.3%
Q1 2020$6,530,000
+3.6%
58,819
+3.0%
2.73%
+18.2%
Q4 2019$6,306,000
+15.2%
57,088
+15.3%
2.31%
+4.9%
Q3 2019$5,476,000
-4.9%
49,500
-4.8%
2.20%
-8.2%
Q2 2019$5,756,000
+23.0%
52,020
+22.9%
2.40%
+11.8%
Q1 2019$4,678,000
+219.1%
42,310
+218.4%
2.15%
+166.8%
Q4 2018$1,466,000
+349.7%
13,288
+350.7%
0.80%
+384.9%
Q3 2018$326,000
-61.6%
2,948
-61.7%
0.17%
-64.5%
Q2 2018$850,000
-11.5%
7,698
-11.5%
0.47%
-15.1%
Q1 2018$960,000
-16.2%
8,698
-16.3%
0.55%
-16.4%
Q4 2017$1,145,00010,3880.66%
Other shareholders
ISHARES TR shareholders Q2 2018
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