RMR Wealth Builders - 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
RMR Wealth Builders ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$757,234
-15.0%
6,855
-15.0%
0.12%
-20.4%
Q2 2023$890,758
-8.1%
8,065
-8.0%
0.15%
-17.4%
Q1 2023$968,795
-66.5%
8,767
-66.6%
0.18%
-71.9%
Q4 2022$2,888,085
+44.7%
26,274
+44.8%
0.66%
+34.2%
Q3 2022$1,996,000
-10.9%
18,143
-10.8%
0.49%
-12.5%
Q2 2022$2,240,000
+10.0%
20,341
+10.1%
0.56%
+27.7%
Q1 2022$2,036,000
-20.9%
18,471
-20.7%
0.44%
-40.9%
Q4 2021$2,573,000
-77.9%
23,303
-77.9%
0.74%
-78.4%
Q3 2021$11,642,000
+22.0%
105,388
+22.1%
3.42%
+9.3%
Q2 2021$9,539,000
-29.3%
86,334
-29.3%
3.13%
-10.8%
Q1 2021$13,495,000
+156.1%
122,117
+156.1%
3.51%
+35.4%
Q4 2020$5,270,000
-60.4%
47,681
-60.3%
2.59%
-25.1%
Q3 2020$13,310,000
+363.3%
120,234
+363.4%
3.46%
+34.9%
Q2 2020$2,873,000
+98.4%
25,946
+98.0%
2.56%
+83.6%
Q4 2019$1,448,00013,1051.40%
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