Foundations Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 321 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$77,339,910
-14.6%
700,099
-14.7%
2.38%
-20.6%
Q2 2023$90,610,792
+128.0%
820,378
+128.1%
3.00%
+111.1%
Q1 2023$39,740,708
+2544.1%
359,644
+2530.3%
1.42%
+2268.3%
Q4 2022$1,502,974
-94.3%
13,673
-94.3%
0.06%
-94.8%
Q3 2022$26,295,000
-74.2%
239,044
-74.0%
1.15%
-90.3%
Q1 2020$101,886,000
+364.9%
918,556
+363.2%
11.81%
+258.7%
Q2 2019$21,914,000198,3193.29%
Other shareholders
ISHARES TR shareholders Q2 2019
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