Rockefeller Capital Management L.P. - 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
Rockefeller Capital Management L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$39,735,144
+9.8%
359,691
+5.8%
0.15%
+9.3%
Q2 2023$36,178,619
+130740.2%
339,897
+35.8%
0.14%
+17.6%
Q1 2023$27,651
+51.4%
250,247
+50.6%
0.12%
+29.3%
Q4 2022$18,262
-99.8%
166,154
+130.6%
0.09%
+124.4%
Q3 2022$7,925,000
+16.1%
72,061
+16.2%
0.04%
+13.9%
Q2 2022$6,824,000
-19.7%
61,991
-19.6%
0.04%
-12.2%
Q1 2022$8,499,000
-10.7%
77,100
-10.5%
0.04%
-6.8%
Q4 2021$9,517,000
-11.3%
86,192
-11.2%
0.04%
-21.4%
Q3 2021$10,726,000
-7.9%
97,106
-7.9%
0.06%
-15.2%
Q2 2021$11,649,000
+632.6%
105,447
+632.4%
0.07%
+500.0%
Q1 2021$1,590,000
+1069.1%
14,398
+1054.6%
0.01%
+1000.0%
Q4 2020$136,000
-58.0%
1,247
-57.7%
0.00%
-66.7%
Q3 2020$324,000
+264.0%
2,945
+270.0%
0.00%
+200.0%
Q2 2020$89,000
+107.0%
796
+106.8%
0.00%0.0%
Q1 2020$43,000
+48.3%
385
+46.9%
0.00%
Q4 2019$29,000
-23.7%
262
-23.8%
0.00%
-100.0%
Q3 2019$38,0000.0%3440.0%0.00%0.0%
Q2 2019$38,0000.0%3440.0%0.00%0.0%
Q1 2019$38,0000.0%3440.0%0.00%0.0%
Q4 2018$38,0003440.00%
Other shareholders
ISHARES TR shareholders Q3 2023
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