Blue Zone Wealth Advisors, 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
Blue Zone Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,009,000
-22.9%
9,155
-22.8%
0.38%
-13.2%
Q4 2021$1,309,000
-28.2%
11,855
-28.2%
0.43%
-31.5%
Q3 2021$1,824,000
-7.1%
16,510
-7.1%
0.63%
-14.2%
Q2 2021$1,964,000
+0.9%
17,771
+0.9%
0.74%
-11.0%
Q1 2021$1,946,000
-44.9%
17,611
-44.9%
0.83%
-51.4%
Q4 2020$3,533,000
-15.5%
31,966
-15.4%
1.70%
-27.8%
Q3 2020$4,182,000
-25.5%
37,780
-25.5%
2.36%
-24.7%
Q2 2020$5,614,000
-45.7%
50,692
-45.5%
3.13%
-67.7%
Q1 2020$10,333,000
-10.3%
93,070
-10.7%
9.69%
+30.5%
Q4 2019$11,515,000104,2507.42%
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