FORTEM FINANCIAL GROUP, 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
FORTEM FINANCIAL GROUP, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$386,589
-0.1%
3,5170.0%0.23%
-15.3%
Q3 2022$387,000
-42.8%
3,517
-42.8%
0.27%
-39.4%
Q2 2022$677,000
-14.9%
6,153
-14.8%
0.44%
+27.0%
Q1 2022$796,000
+124.2%
7,219
+124.3%
0.35%
+114.8%
Q4 2021$355,000
-0.3%
3,2190.0%0.16%
-10.0%
Q3 2021$356,0003,2190.18%
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