Mattern Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 437 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Mattern Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$634,000
-37.9%
5,750
-37.8%
0.21%
-30.7%
Q4 2021$1,021,000
-11.5%
9,248
-11.5%
0.30%
-22.7%
Q3 2021$1,154,0000.0%10,4480.0%0.39%
+5.4%
Q2 2021$1,154,000
+91.7%
10,448
+91.7%
0.37%
+73.6%
Q1 2021$602,000
+94.8%
5,450
+94.6%
0.21%
+81.2%
Q4 2020$309,000
-21.4%
2,800
-21.1%
0.12%
-30.4%
Q3 2020$393,000
+54.7%
3,550
+54.6%
0.17%
+36.6%
Q2 2020$254,0002,2960.12%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders