PBMares Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
PBMares Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$532,024
+19.5%
4,816
+19.5%
0.19%
+20.8%
Q2 2023$445,114
+26.5%
4,030
+26.5%
0.16%
+21.4%
Q1 2023$351,943
+51.4%
3,185
+50.6%
0.13%
+39.4%
Q4 2022$232,4812,1150.09%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 54,968$6,061,0005.65%
SFMG, LLC 211,758$23,340,0005.32%
Quantitative Advantage, LLC 163,672$18,040,0005.13%
Horizon Investments, LLC 591,733$65,221,0005.13%
CURIAN CAPITAL LLC 536,650$59,150,0004.38%
AMERICAN ASSET MANAGEMENT INC. 28,000$3,086,0002.92%
HT Partners LLC 32,870$3,623,0002.35%
JAMES INVESTMENT RESEARCH INC 855,408$94,283,0002.33%
Milliman Financial Risk Management LLC 1,921,514$211,789,0002.22%
CEDAR CAPITAL, LLC 77,085$8,496,0001.90%
View complete list of ISHARES TR shareholders