Advisor OS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 624 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Advisor OS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$516,353
-2.7%
4,673
-2.7%
0.06%
-6.6%
Q1 2024$530,711
-58.7%
4,801
-58.9%
0.06%
-63.5%
Q4 2023$1,286,288
+6.8%
11,680
+7.1%
0.17%
-7.7%
Q3 2023$1,204,585
+7.5%
10,904
+7.5%
0.18%
-1.1%
Q2 2023$1,120,67410,1460.18%
Other shareholders
ISHARES TR shareholders Q2 2023
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