Parcion Private Wealth LLC - 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
Parcion Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$433,000
-40.8%
3,922
-40.7%
0.04%
-40.0%
Q3 2021$731,000
-37.7%
6,618
-37.7%
0.06%
-44.4%
Q2 2021$1,173,000
-29.6%
10,620
-29.6%
0.12%
-38.1%
Q1 2021$1,667,000
-6.4%
15,086
-6.4%
0.19%
-19.9%
Q4 2020$1,781,000
-33.6%
16,116
-33.5%
0.24%
-42.4%
Q3 2020$2,681,000
-2.3%
24,221
-2.3%
0.41%
-11.6%
Q2 2020$2,744,000
-37.1%
24,783
-36.9%
0.46%
-61.4%
Q1 2020$4,361,000
+32.1%
39,285
+31.5%
1.20%
+66.7%
Q4 2019$3,301,00029,8810.72%
Other shareholders
ISHARES TR shareholders Q3 2023
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