ERTS Wealth Advisors, 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
ERTS Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$210,445
+0.3%
1,905
+0.3%
0.05%
+4.1%
Q2 2023$209,902
-50.1%
1,900
-50.1%
0.05%
-52.0%
Q1 2023$420,524
-72.6%
3,806
-72.8%
0.10%
-74.4%
Q4 2022$1,537,402
-61.1%
13,987
-61.0%
0.40%
-64.1%
Q3 2022$3,950,000
+419.7%
35,909
+420.3%
1.11%
+413.0%
Q2 2022$760,000
+175.4%
6,901
+175.7%
0.22%
+180.5%
Q1 2022$276,000
-92.5%
2,503
-92.5%
0.08%
-91.2%
Q4 2021$3,661,000
-0.1%
33,183
+0.1%
0.87%
-9.1%
Q3 2021$3,663,000
+106.9%
33,144
+107.1%
0.96%
+100.6%
Q2 2021$1,770,000
+48.9%
16,005
+48.8%
0.48%
+36.1%
Q1 2021$1,189,000
+12.0%
10,759
+12.0%
0.35%
+2.0%
Q4 2020$1,062,000
-42.3%
9,608
-42.2%
0.34%
-50.1%
Q3 2020$1,840,000
+10.6%
16,618
+10.6%
0.69%
+3.0%
Q2 2020$1,663,000
-0.5%
15,021
-0.2%
0.67%
-16.9%
Q1 2020$1,672,000
-50.8%
15,057
-51.1%
0.81%
-47.2%
Q4 2019$3,401,000
-16.3%
30,785
-16.2%
1.53%
-25.5%
Q3 2019$4,065,000
+9.2%
36,750
+9.3%
2.06%
+0.1%
Q2 2019$3,721,000
+27.6%
33,626
+27.5%
2.05%
+116.8%
Q1 2019$2,917,000
+2215.1%
26,381
+2212.1%
0.95%
+952.2%
Q4 2018$126,0001,1410.09%
Other shareholders
ISHARES TR shareholders Q4 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