CARY STREET PARTNERS INVESTMENT ADVISORY LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CARY STREET PARTNERS INVESTMENT ADVISORY LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q3 2021
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders