FORTEM FINANCIAL GROUP, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 459 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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 Q4 2021
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