Blue Zone Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 459 filers reported holding ISHARES TR in Q4 2021. 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 2021
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