SlateStone Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 469 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
SlateStone Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$618,000
-60.3%
5,600
-60.3%
0.13%
-63.0%
Q3 2021$1,558,0000.0%14,1000.0%0.36%
+0.3%
Q2 2021$1,558,000
-9.0%
14,100
-9.0%
0.36%
-15.8%
Q1 2021$1,713,000
-21.6%
15,500
-21.6%
0.42%
-22.4%
Q4 2020$2,186,000
-45.4%
19,780
-45.3%
0.54%
-36.9%
Q3 2020$4,002,000
-49.0%
36,149
-49.0%
0.86%
-50.7%
Q2 2020$7,849,00070,8741.75%
Other shareholders
ISHARES TR shareholders Q2 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