Midwest Professional Planners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Midwest Professional Planners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$580,409
-19.3%
5,254
-19.4%
0.26%
-17.1%
Q2 2023$719,582
-2.7%
6,515
-2.6%
0.32%
-13.0%
Q1 2023$739,245
-3.8%
6,690
-4.3%
0.36%
-14.8%
Q4 2022$768,231
-84.0%
6,989
-84.0%
0.42%
-85.2%
Q3 2022$4,799,000
+533.1%
43,630
+533.8%
2.86%
+568.9%
Q2 2022$758,000
+0.7%
6,884
+0.8%
0.43%
+15.7%
Q1 2022$753,000
-3.3%
6,829
-3.2%
0.37%
-2.1%
Q4 2021$779,000
-65.7%
7,057
-65.4%
0.38%
-68.6%
Q3 2021$2,271,000
+444.6%
20,381
+439.9%
1.20%
+455.3%
Q2 2021$417,000
-21.2%
3,775
-21.1%
0.22%
-33.4%
Q4 2020$529,000
+117.7%
4,786
+56.1%
0.33%
+64.6%
Q4 2019$243,000
-39.9%
3,066
-16.1%
0.20%
-45.2%
Q3 2019$404,000
-84.8%
3,654
-84.9%
0.36%
-87.4%
Q4 2018$2,665,000
+1079.2%
24,157
+1079.5%
2.87%
+1320.3%
Q2 2018$226,000
-91.4%
2,048
-91.4%
0.20%
-91.5%
Q1 2018$2,633,000
+1545.6%
23,856
+1548.7%
2.37%
+1525.3%
Q4 2017$160,0001,4470.15%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders