Financial Gravity Asset Management, Inc. - 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
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 Q1 2022
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