Adams Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Adams Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$709,410
-50.6%
6,420
-50.9%
0.23%
-54.9%
Q4 2022$1,437,204
+4.8%
13,075
+4.8%
0.51%
-1.2%
Q3 2022$1,372,000
+108.5%
12,475
+108.8%
0.51%
+106.4%
Q2 2022$658,000
+45.6%
5,975
+45.7%
0.25%
+68.2%
Q1 2022$452,0004,1000.15%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders