Rinkey Investments - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Rinkey Investments ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,342,100
+5.1%
12,149
+5.1%
0.62%
+5.3%
Q2 2023$1,276,912
-0.0%
11,5610.0%0.58%
-12.7%
Q1 2023$1,277,491
+16.3%
11,561
+15.7%
0.67%
+1.8%
Q4 2022$1,098,211
+0.0%
9,9910.0%0.66%
-20.7%
Q3 2022$1,098,0009,9910.83%
Other shareholders
ISHARES TR shareholders Q4 2023
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