Summit Wealth Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Summit Wealth Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,007
+9970.0%
9,117
-99.1%
0.41%
+70.7%
Q1 2023$10
-100.0%
1,050,745
+1864.6%
0.24%
-93.6%
Q4 2020$5,912,000
-14.8%
53,484
-14.6%
3.71%
-38.4%
Q3 2020$6,936,000
-20.4%
62,656
-20.4%
6.02%
-24.4%
Q2 2020$8,713,000
-8.5%
78,682
-8.3%
7.97%
-17.4%
Q1 2020$9,526,000
+5.6%
85,806
+5.0%
9.65%
+13.4%
Q4 2019$9,023,00081,6888.52%
Other shareholders
ISHARES TR shareholders Q4 2020
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