Financial Gravity Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Financial Gravity Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,383
+86.8%
139
-21.0%
0.00%
-100.0%
Q2 2023$8,233
-42.5%
176
-0.6%
0.02%
-95.0%
Q1 2023$14,318
+279.6%
177
+60.9%
0.44%
+2105.0%
Q4 2022$3,772
-100.0%
110
-88.9%
0.02%
-95.9%
Q3 2022$14,354,000
-17.9%
990
-18.2%
0.48%
-10.7%
Q2 2022$17,473,000
-2.3%
1,2100.0%0.54%
+8.2%
Q1 2022$17,893,000
+24.1%
1,210
+22.2%
0.50%
+54.0%
Q4 2021$14,418,000
+13007.3%
990
+655.7%
0.33%
+526.9%
Q3 2021$110,0000.0%1310.0%0.05%
+33.3%
Q2 2021$110,000
-99.2%
1310.0%0.04%
-86.8%
Q1 2021$14,438,000
+96153.3%
131
-3.7%
0.30%
+2007.1%
Q4 2020$15,000
-100.0%
136
-93.2%
0.01%
-98.0%
Q1 2020$223,302,000
+164092.6%
2,013
-58.4%
0.69%
+635.1%
Q4 2019$136,000
-80.6%
4,838
-23.7%
0.09%
-84.4%
Q3 2019$701,000
-10.4%
6,340
-10.3%
0.60%
-6.1%
Q2 2019$782,000
-16.7%
7,069
-17.0%
0.64%
-15.4%
Q1 2019$939,000
+102.4%
8,513
+102.4%
0.76%
+56.2%
Q3 2018$464,000
-9.0%
4,205
-9.0%
0.49%
+1.7%
Q2 2018$510,000
+0.8%
4,622
+0.7%
0.48%
-7.7%
Q1 2018$506,0004,5910.52%
Other shareholders
ISHARES TR shareholders Q4 2020
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