Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$2,530,551
+106.6%
22,901
+102.3%
0.18%
+100.0%
Q4 2022$1,224,582
-31.0%
11,322
-30.5%
0.09%
-37.7%
Q3 2022$1,775,000
+39.2%
16,294
+40.8%
0.15%
+40.4%
Q2 2022$1,275,000
+138.3%
11,575
+468.8%
0.10%
+126.1%
Q3 2020$535,000
+735.9%
2,035
-85.9%
0.05%
+411.1%
Q1 2020$64,00014,4400.01%
Other shareholders
ISHARES TR shareholders Q4 2022
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