Aprio Wealth Management, 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
Aprio Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$7,752,000
-24.8%
70,027
-24.8%
5.50%
-44.7%
Q2 2020$10,307,000
-36.9%
93,077
-36.8%
9.95%
-52.0%
Q1 2020$16,338,000
+5906.6%
147,161
+5879.7%
20.71%
+10205.0%
Q4 2019$272,0002,4610.20%
Other shareholders
ISHARES TR shareholders Q4 2020
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