Gradient Capital Advisors, LLC - 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
Gradient Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$798,0000.0%7,2210.0%0.37%
-11.4%
Q1 2021$798,000
-2.2%
7,221
-2.2%
0.42%
-9.2%
Q4 2020$816,000
-5.2%
7,383
-5.1%
0.46%
-13.6%
Q3 2020$861,000
-1.7%
7,779
-1.6%
0.54%
-9.1%
Q2 2020$876,0007,9090.59%
Other shareholders
ISHARES TR shareholders Q3 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