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 ↓
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