Beacon Pointe Advisors, LLC - 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
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$475,021
+91.4%
4,300
+91.4%
0.01%
+50.0%
Q2 2023$248,182
-35.4%
2,247
-35.3%
0.00%
-42.9%
Q1 2023$383,990
-87.0%
3,475
-87.0%
0.01%
-89.4%
Q3 2022$2,947,000
-4.3%
26,795
-4.2%
0.07%
+1.5%
Q2 2022$3,080,000
+4.5%
27,979
+4.6%
0.06%
+62.5%
Q1 2022$2,948,000
+916.6%
26,743
+916.8%
0.04%
+400.0%
Q4 2021$290,000
+43.6%
2,630
+43.7%
0.01%
+60.0%
Q3 2021$202,000
-87.8%
1,830
-87.8%
0.01%
-95.1%
Q1 2021$1,662,00015,0350.10%
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