Avion Wealth - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Avion Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$720.0%6620.0%0.02%
-9.1%
Q4 2022$72
-99.9%
6620.0%0.02%
-4.3%
Q3 2022$73,0000.0%6620.0%0.02%0.0%
Q2 2022$73,000
-53.5%
662
-53.4%
0.02%
-48.9%
Q1 2022$157,0000.0%1,4220.0%0.04%
+2.3%
Q4 2021$157,0000.0%1,4220.0%0.04%
-8.3%
Q3 2021$157,0000.0%1,4220.0%0.05%0.0%
Q2 2021$157,000
-7.1%
1,422
-6.9%
0.05%
-18.6%
Q1 2021$169,000
-99.2%
1,528
-99.2%
0.06%
-99.1%
Q4 2020$21,895,000
-43.4%
198,095
-43.3%
6.89%
-47.0%
Q3 2020$38,669,000
-12.9%
349,310
-12.9%
13.00%
-15.9%
Q2 2020$44,418,000
+40.6%
401,099
+40.9%
15.46%
+14.3%
Q1 2020$31,601,000284,63913.52%
Other shareholders
ISHARES TR shareholders Q2 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