Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$263,000
+12.4%
2,394
+12.7%
0.12%
+22.9%
Q2 2022$234,000
+13.6%
2,125
+14.1%
0.10%
+43.3%
Q3 2021$206,000
-8.8%
1,863
-8.8%
0.07%
-6.9%
Q2 2021$226,000
-25.9%
2,043
-25.9%
0.07%
-32.1%
Q1 2021$305,000
+1.0%
2,758
+0.8%
0.11%
-3.6%
Q4 2020$302,000
-1.6%
2,735
-1.4%
0.11%
-9.8%
Q3 2020$307,000
-90.5%
2,775
-90.5%
0.12%
-91.1%
Q2 2020$3,237,000
+875.0%
29,229
+878.9%
1.37%
+633.7%
Q1 2020$332,000
+4.4%
2,986
+3.6%
0.19%
+4.5%
Q4 2019$318,000
+0.3%
2,881
+0.6%
0.18%
-5.3%
Q3 2019$317,0002,8630.19%
Other shareholders
ISHARES TR shareholders Q4 2020
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