MARKET STREET WEALTH MANAGEMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,700,000
-73.0%
15,420
-72.9%
0.60%
-70.6%
Q4 2021$6,286,000
-12.8%
56,927
-12.7%
2.05%
-28.2%
Q3 2021$7,206,000
-11.0%
65,233
-11.0%
2.86%
-19.8%
Q2 2021$8,099,000
+19.3%
73,297
+19.3%
3.56%
-11.5%
Q1 2021$6,791,00061,4504.02%
Other shareholders
ISHARES TR shareholders Q1 2022
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