VisionPoint Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 437 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
VisionPoint Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$865,089
-3.7%
7,831
-3.7%
0.37%
+1.1%
Q2 2023$898,069
-18.8%
8,131
-19.1%
0.37%
-24.8%
Q1 2023$1,106,457
+105.8%
10,045
+105.6%
0.49%
+119.8%
Q4 2022$537,753
+50.6%
4,886
+51.4%
0.22%
+44.2%
Q3 2020$357,000
-25.0%
3,228
-24.9%
0.15%
-20.2%
Q2 2020$476,000
-18.9%
4,298
-18.7%
0.19%
-29.8%
Q1 2020$587,000
-18.8%
5,284
-19.2%
0.28%
-8.3%
Q4 2019$723,000
-62.0%
6,541
-62.0%
0.30%
-42.4%
Q3 2019$1,902,000
-27.5%
17,205
-27.5%
0.52%
-30.9%
Q2 2019$2,625,000
-77.5%
23,723
-77.6%
0.75%
-77.0%
Q1 2019$11,689,000
+13.3%
105,717
+13.1%
3.28%
-1.7%
Q4 2018$10,313,00093,5023.34%
Other shareholders
ISHARES TR shareholders Q3 2020
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