Northstar Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Northstar Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,290,608
-89.3%
11,685
-89.3%
0.84%
-90.6%
Q1 2023$12,054,998
-20.5%
109,095
-20.9%
9.02%
-24.8%
Q4 2022$15,167,421
-38.7%
137,986
-38.6%
11.99%
-45.9%
Q3 2022$24,724,000
+62.0%
224,767
+62.1%
22.16%
+95.6%
Q2 2022$15,262,000
+4187.1%
138,618
+4198.2%
11.33%
+4848.5%
Q1 2022$356,0000.0%3,2250.0%0.23%
+8.5%
Q4 2021$356,0000.0%3,2250.0%0.21%
-5.4%
Q2 2021$356,0000.0%3,2250.0%0.22%
-18.0%
Q1 2021$356,000
-36.8%
3,225
-36.7%
0.27%
-42.5%
Q4 2020$563,0005,0960.47%
Other shareholders
ISHARES TR shareholders Q3 2021
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