Cairn Investment Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Cairn Investment Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7840.0%7,0950.0%0.52%
+2.4%
Q2 2023$7840.0%7,0950.0%0.51%
-7.0%
Q1 2023$784
-9.6%
7,095
-10.0%
0.55%
-15.3%
Q4 2022$867
-99.9%
7,885
-9.2%
0.64%
-16.5%
Q3 2022$955,000
-3.9%
8,685
-3.8%
0.77%
-0.1%
Q2 2022$994,000
-6.6%
9,030
+37.8%
0.77%
+14.7%
Q1 2022$1,064,000
-12.3%
6,555
-40.3%
0.67%
-19.3%
Q4 2021$1,213,000
-28.4%
10,985
-28.4%
0.84%
-33.4%
Q3 2021$1,694,000
+24.1%
15,335
+24.1%
1.25%
+25.1%
Q2 2021$1,365,000
-8.8%
12,355
-8.8%
1.00%
-19.6%
Q1 2021$1,497,000
-27.9%
13,550
-27.9%
1.25%
-36.5%
Q4 2020$2,076,000
+3.0%
18,785
+3.2%
1.96%
-8.0%
Q3 2020$2,015,000
-26.1%
18,205
-26.0%
2.13%
-35.5%
Q2 2020$2,725,000
+2.5%
24,615
+2.8%
3.31%
-16.3%
Q1 2020$2,658,000
+54.0%
23,940
+53.2%
3.95%
+131.2%
Q4 2019$1,726,00015,6301.71%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 2,749,018$303,547,00058.25%
Cornerstone Retirement Group, Inc. 1,508$300,560,00055.44%
Divergent Wealth Advisors 913,670$100,887,00020.44%
Manhattan West Asset Management, LLC 174,828$19,305,00011.57%
3EDGE Asset Management, LP 1,090,337$120,395,00010.31%
AGILIS PARTNERS LLC 174,126$19,227,0009.62%
QUATTRO FINANCIAL ADVISORS LLC 170,873$18,868,0006.67%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 885,159$97,739,0006.22%
Vise Technologies, Inc. 200,005$22,085,0005.98%
IronBridge Private Wealth, LLC 76,218$8,416,0004.38%
View complete list of ISHARES TR shareholders