Castleview Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$224,923
+85.5%
2,036
+85.4%
0.21%
+90.8%
Q2 2023$121,274
-66.9%
1,098
-66.9%
0.11%
-66.5%
Q1 2023$366,418
+1.4%
3,316
+0.8%
0.32%
-7.7%
Q4 2022$361,526
+5.4%
3,289
+5.6%
0.35%
+7.3%
Q3 2022$343,000
-98.9%
3,114
+216.5%
0.33%
+1161.5%
Q2 2022$32,358,000
+10338.1%
984
-97.1%
0.03%
+1200.0%
Q4 2021$310,000
+213.1%
34,247
+3730.8%
0.00%
-95.3%
Q2 2021$99,0008940.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders