MMBG INVESTMENT ADVISORS CO. - 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
MMBG INVESTMENT ADVISORS CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,484,835
-8.3%
49,650
-8.4%
0.69%
-4.8%
Q2 2023$5,979,847
-32.4%
54,180
-32.4%
0.73%
-35.2%
Q1 2023$8,849,834
+0.5%
80,0890.0%1.12%
-3.8%
Q4 2022$8,803,000
-22.2%
80,089
-22.1%
1.16%
-23.1%
Q3 2022$11,314,000
-0.1%
102,8540.0%1.51%
+7.8%
Q2 2022$11,324,000
-11.2%
102,854
-11.1%
1.40%
+5.6%
Q1 2022$12,756,000
-1.3%
115,699
-1.2%
1.33%
+7.0%
Q4 2021$12,928,000117,0791.24%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 2,749,018$303,547,00058.25%
Cornerstone Retirement Group, Inc. 1,508$300,560,00055.44%
Divergent Wealth Advisors 913,670$100,887,00020.44%
Manhattan West Asset Management, LLC 174,828$19,305,00011.57%
3EDGE Asset Management, LP 1,090,337$120,395,00010.31%
AGILIS PARTNERS LLC 174,126$19,227,0009.62%
QUATTRO FINANCIAL ADVISORS LLC 170,873$18,868,0006.67%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 885,159$97,739,0006.22%
Vise Technologies, Inc. 200,005$22,085,0005.98%
IronBridge Private Wealth, LLC 76,218$8,416,0004.38%
View complete list of ISHARES TR shareholders