MinichMacGregor Wealth Management, LLC - 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
MinichMacGregor Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,998,223
+1.4%
81,454
+1.4%
2.98%
+7.5%
Q2 2023$8,873,553
-0.3%
80,340
-0.2%
2.77%
-5.9%
Q1 2023$8,899,670
-1.3%
80,540
-1.8%
2.95%
-9.5%
Q4 2022$9,019,155
-0.0%
82,052
+0.0%
3.26%
-9.6%
Q3 2022$9,022,000
-0.3%
82,025
-0.2%
3.60%
-3.4%
Q2 2022$9,053,000
-0.4%
82,227
-0.2%
3.73%
+28.3%
Q1 2022$9,086,000
-2.1%
82,418
-2.0%
2.90%
+2.8%
Q4 2021$9,284,000
+1.4%
84,088
+1.5%
2.82%
-8.3%
Q3 2021$9,154,000
-0.1%
82,865
-0.1%
3.08%
-4.0%
Q2 2021$9,160,000
+0.6%
82,908
+0.6%
3.21%
-5.7%
Q1 2021$9,106,000
+8.0%
82,404
+8.0%
3.40%
-1.0%
Q4 2020$8,434,000
-2.7%
76,311
-2.6%
3.44%
-16.1%
Q3 2020$8,672,000
-26.6%
78,346
-26.6%
4.09%
-37.4%
Q2 2020$11,821,000
+36.6%
106,749
+36.3%
6.54%
+35.8%
Q4 2019$8,651,000
-4.2%
78,318
-4.1%
4.82%
-21.2%
Q3 2019$9,033,000
-0.3%
81,661
-0.5%
6.11%
-3.5%
Q2 2019$9,064,000
-0.6%
82,070
-0.7%
6.33%
-7.6%
Q1 2019$9,123,000
-2.8%
82,681
-2.9%
6.85%
+10.7%
Q3 2018$9,386,000
+1.4%
85,121
+1.5%
6.19%
-6.0%
Q2 2018$9,253,000
-0.3%
83,901
-0.2%
6.59%
-8.9%
Q1 2018$9,283,000
+17.3%
84,110
+17.1%
7.23%
+17.0%
Q4 2017$7,915,000
+2.0%
71,804
+2.1%
6.18%
-4.0%
Q3 2017$7,762,000
+1.5%
70,312
+1.4%
6.44%
-3.0%
Q2 2017$7,651,000
+1.3%
69,349
+1.3%
6.64%
-2.4%
Q1 2017$7,552,000
+0.5%
68,451
+0.5%
6.80%
-3.3%
Q4 2016$7,515,000
-26.1%
68,138
-26.0%
7.03%
-26.3%
Q3 2016$10,172,000
-15.4%
92,121
-15.4%
9.54%
-15.9%
Q2 2016$12,029,000
+0.3%
108,910
+0.2%
11.36%
-2.0%
Q1 2016$11,998,000
+98.0%
108,724
+97.8%
11.58%
+105.1%
Q4 2015$6,061,00054,9685.65%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 2,749,018$303,547,00058.25%
Cornerstone Retirement Group, Inc. 1,508$300,560,00055.44%
Divergent Wealth Advisors 913,670$100,887,00020.44%
Manhattan West Asset Management, LLC 174,828$19,305,00011.57%
3EDGE Asset Management, LP 1,090,337$120,395,00010.31%
AGILIS PARTNERS LLC 174,126$19,227,0009.62%
QUATTRO FINANCIAL ADVISORS LLC 170,873$18,868,0006.67%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 885,159$97,739,0006.22%
Vise Technologies, Inc. 200,005$22,085,0005.98%
IronBridge Private Wealth, LLC 76,218$8,416,0004.38%
View complete list of ISHARES TR shareholders