Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 303 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$258,112
-89.3%
2,336
-89.2%
0.00%
-98.6%
Q1 2020$2,402,000
+480.2%
21,635
+477.1%
0.07%
+563.6%
Q4 2019$414,000
+7.8%
3,749
+8.1%
0.01%
-8.3%
Q3 2019$384,000
+412.0%
3,468
+412.3%
0.01%
+200.0%
Q4 2018$75,0006770.00%
Other shareholders
ISHARES TR shareholders Q1 2019
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