ATTICUS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 446 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
ATTICUS WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$10,727,079
+11.0%
97,078
+11.1%
3.51%
+11.0%
Q1 2024$9,659,962
+6.9%
87,389
+6.6%
3.16%
-0.9%
Q4 2023$9,032,371
-7.7%
82,016
-7.4%
3.19%
-15.0%
Q3 2023$9,781,615
-1.7%
88,545
-1.8%
3.75%
+2.2%
Q2 2023$9,954,160
+1.2%
90,124
+1.2%
3.67%
-2.4%
Q1 2023$9,838,487
-62.8%
89,036
-63.0%
3.76%
-65.4%
Q4 2022$26,417,909
+123.0%
240,338
+123.3%
10.86%
+89.6%
Q3 2022$11,848,0000.0%107,6110.0%5.73%
+16.4%
Q2 2022$11,848,000
+107609.1%
107,611
+107511.0%
4.92%
+122900.0%
Q1 2022$11,0000.0%1000.0%0.00%0.0%
Q4 2021$11,000
-42.1%
100
-42.9%
0.00%
-50.0%
Q3 2021$19,000
-47.2%
175
-46.5%
0.01%
-50.0%
Q2 2021$36,000
-60.4%
327
-60.4%
0.02%
-62.8%
Q1 2021$91,000
-91.9%
825
-91.9%
0.04%
-92.4%
Q4 2020$1,127,000
-10.0%
10,196
-9.9%
0.57%
-24.0%
Q3 2020$1,252,000
-7.5%
11,314
-7.4%
0.75%
-16.5%
Q2 2020$1,353,000
-45.4%
12,216
-45.2%
0.89%
-55.3%
Q1 2020$2,476,00022,3022.00%
Other shareholders
ISHARES TR shareholders Q1 2020
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