Pathway Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Pathway Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,455,442
+0.0%
13,1750.0%0.50%
+4.6%
Q2 2023$1,455,179
-0.0%
13,1750.0%0.48%
-3.5%
Q1 2023$1,455,838
-12.7%
13,175
-13.1%
0.49%
-4.5%
Q4 2022$1,666,937
-2.1%
15,165
-2.0%
0.52%
-12.1%
Q3 2022$1,702,000
-0.1%
15,4740.0%0.59%
-17.3%
Q2 2022$1,704,000
-0.1%
15,4740.0%0.71%
+11.1%
Q1 2022$1,706,000
-19.2%
15,474
-19.2%
0.64%
-15.3%
Q4 2021$2,112,000
+0.7%
19,143
+0.9%
0.75%
-9.1%
Q1 2021$2,097,000
-4.8%
18,978
-4.8%
0.83%
-9.5%
Q4 2020$2,203,000
-57.2%
19,932
-57.1%
0.92%
-54.0%
Q3 2020$5,147,000
-28.4%
46,493
-28.4%
1.99%
-8.0%
Q2 2020$7,193,000
-4.8%
64,957
-4.7%
2.16%
-14.2%
Q1 2020$7,557,000
+20.4%
68,159
+20.0%
2.52%
+42.0%
Q4 2019$6,278,000
-0.2%
56,786
-0.2%
1.78%
-1.2%
Q3 2019$6,288,000
-18.3%
56,877
-18.2%
1.80%
-20.7%
Q2 2019$7,698,000
+0.5%
69,572
+0.4%
2.27%
-4.8%
Q1 2019$7,663,00069,3002.38%
Other shareholders
ISHARES TR shareholders Q2 2022
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