9258 Wealth 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
9258 Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$442,0000.0%3,9980.0%0.16%
-53.0%
Q3 2019$442,000
-0.5%
3,998
-0.3%
0.34%
-3.6%
Q2 2019$444,000
+4.7%
4,009
+4.5%
0.36%
-0.6%
Q1 2019$424,000
-5.8%
3,837
-6.0%
0.36%
-17.2%
Q4 2018$450,0004,0820.44%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 54,968$6,061,0005.65%
SFMG, LLC 211,758$23,340,0005.32%
Quantitative Advantage, LLC 163,672$18,040,0005.13%
Horizon Investments, LLC 591,733$65,221,0005.13%
CURIAN CAPITAL LLC 536,650$59,150,0004.38%
AMERICAN ASSET MANAGEMENT INC. 28,000$3,086,0002.92%
HT Partners LLC 32,870$3,623,0002.35%
JAMES INVESTMENT RESEARCH INC 855,408$94,283,0002.33%
Milliman Financial Risk Management LLC 1,921,514$211,789,0002.22%
CEDAR CAPITAL, LLC 77,085$8,496,0001.90%
View complete list of ISHARES TR shareholders