WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

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 Q4 2022
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