WealthOne, 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
WealthOne, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$725,000
-3.8%
6,589
-3.8%
0.31%
+1.6%
Q2 2022$754,000
+59.4%
6,852
+59.6%
0.31%
+84.4%
Q1 2022$473,000
-34.1%
4,294
-33.9%
0.17%
-62.6%
Q4 2019$718,000
+91.5%
6,498
+91.7%
0.45%
+66.8%
Q3 2019$375,000
-40.9%
3,389
-41.1%
0.27%
-51.8%
Q4 2018$635,0005,7550.56%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders