Triumph Capital Management - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Triumph Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,155,958
-15.3%
10,464
-15.3%
0.52%
-15.2%
Q2 2023$1,364,941
-75.9%
12,358
-75.8%
0.62%
-78.6%
Q1 2023$5,653,291
+23.7%
51,161
+23.0%
2.89%
+18.1%
Q4 2022$4,570,25441,5782.45%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 2,749,018$303,547,00058.25%
Cornerstone Retirement Group, Inc. 1,508$300,560,00055.44%
Divergent Wealth Advisors 913,670$100,887,00020.44%
Manhattan West Asset Management, LLC 174,828$19,305,00011.57%
3EDGE Asset Management, LP 1,090,337$120,395,00010.31%
AGILIS PARTNERS LLC 174,126$19,227,0009.62%
QUATTRO FINANCIAL ADVISORS LLC 170,873$18,868,0006.67%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 885,159$97,739,0006.22%
Vise Technologies, Inc. 200,005$22,085,0005.98%
IronBridge Private Wealth, LLC 76,218$8,416,0004.38%
View complete list of ISHARES TR shareholders