Mattern Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

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 2021
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