Realta Investment Advisors - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,630,2420.0%14,7600.0%0.38%
+5.3%
Q2 2023$1,630,242
-7.6%
14,760
-7.5%
0.36%
-17.0%
Q1 2023$1,764,022
+314.3%
15,964
+312.1%
0.43%
+312.5%
Q4 2022$425,830
+5983.3%
3,874
+5860.0%
0.10%
+5100.0%
Q3 2022$7,000
-99.1%
65
-99.1%
0.00%
-98.9%
Q4 2021$816,000
-3.5%
7,387
-3.5%
0.18%
-9.5%
Q3 2021$846,000
-6.4%
7,657
-6.4%
0.20%
-7.0%
Q2 2021$904,000
+22.7%
8,178
+22.6%
0.21%
+10.3%
Q1 2021$737,000
+89.9%
6,672
+89.9%
0.19%
+76.4%
Q4 2020$388,000
+1587.0%
3,514
+1581.3%
0.11%
+1733.3%
Q4 2019$23,000
-20.7%
209
-19.6%
0.01%
-25.0%
Q3 2019$29,0000.0%260
+0.4%
0.01%0.0%
Q2 2019$29,000
-9.4%
259
-8.5%
0.01%
-46.7%
Q1 2019$32,0002830.02%
Other shareholders
ISHARES TR shareholders Q3 2021
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