WealthBridge Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
WealthBridge Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,008,997
-68.6%
9,135
-68.6%
0.40%
-68.5%
Q1 2023$3,214,968
+140.3%
29,095
+139.0%
1.28%
+129.2%
Q4 2022$1,337,979
+15.7%
12,172
+15.9%
0.56%
+13.4%
Q3 2022$1,156,0000.0%10,5000.0%0.49%0.0%
Q2 2022$1,156,000
+5984.2%
10,500
+6076.5%
0.49%
+4008.3%
Q1 2019$19,0000.0%1700.0%0.01%
-14.3%
Q4 2018$19,0001700.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders