Wealth Alliance - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Wealth Alliance ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,387,435
+13.1%
75,925
+13.0%
1.32%
+19.3%
Q2 2023$7,418,623
-33.8%
67,167
-33.8%
1.11%
-38.9%
Q1 2023$11,208,472
-3.8%
101,434
-4.3%
1.82%
-12.2%
Q4 2022$11,655,072
+62.0%
106,032
+62.1%
2.07%
+45.7%
Q3 2022$7,194,000
+1703.0%
65,399
+1702.6%
1.42%
+1744.2%
Q2 2022$399,000
-6.6%
3,628
-6.4%
0.08%
-11.5%
Q1 2022$427,000
-11.4%
3,876
-11.1%
0.09%
-10.3%
Q4 2021$482,000
+9.0%
4,362
+8.9%
0.10%
-2.0%
Q3 2021$442,000
-43.7%
4,006
-43.6%
0.10%
-46.5%
Q2 2021$785,000
+0.6%
7,106
+0.6%
0.18%
-15.5%
Q1 2021$780,000
-1.5%
7,062
-1.5%
0.22%
-6.0%
Q4 2020$792,000
-78.3%
7,166
-78.3%
0.23%
-82.3%
Q3 2020$3,655,000
-37.7%
33,018
-37.7%
1.31%
-43.3%
Q2 2020$5,868,000
+1007.2%
52,992
+1009.5%
2.32%
+710.5%
Q1 2020$530,000
-64.6%
4,776
-64.7%
0.29%
-73.1%
Q4 2019$1,496,00013,5451.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders