CARY STREET PARTNERS INVESTMENT ADVISORY LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 304 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
CARY STREET PARTNERS INVESTMENT ADVISORY LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,133,424
+71.0%
19,307
+71.0%
0.09%
+62.3%
Q1 2024$1,247,886
+70.7%
11,289
+70.0%
0.05%
+51.4%
Q4 2023$731,153
-7.7%
6,639
-7.4%
0.04%
-18.6%
Q3 2023$791,959
-4.3%
7,169
-4.3%
0.04%
-18.9%
Q2 2023$827,491
+12.6%
7,492
+12.6%
0.05%0.0%
Q1 2023$735,046
+2.3%
6,652
+1.8%
0.05%0.0%
Q4 2022$718,547
-8.8%
6,537
-8.7%
0.05%
-18.5%
Q3 2022$788,000
-6.4%
7,162
-6.3%
0.06%
-8.5%
Q2 2022$842,000
+146.2%
7,647
+146.7%
0.07%
-24.5%
Q1 2022$342,000
+39.0%
3,100
+39.0%
0.09%
+38.2%
Q4 2021$246,0000.0%2,2300.0%0.07%
-16.0%
Q3 2021$246,0000.0%2,2300.0%0.08%
+1.2%
Q2 2021$246,000
-15.5%
2,230
-15.2%
0.08%
-33.3%
Q1 2021$291,000
-4.3%
2,630
-4.4%
0.12%
+103.4%
Q4 2020$304,000
-20.0%
2,751
-19.8%
0.06%
-26.2%
Q3 2020$380,000
-34.4%
3,430
-34.4%
0.08%
-90.3%
Q2 2020$579,000
+47.3%
5,230
+47.0%
0.82%
+90.5%
Q4 2019$393,000
-39.4%
3,557
-71.2%
0.43%
-31.7%
Q4 2018$649,00012,3380.63%
Other shareholders
ISHARES TR shareholders Q1 2019
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