Northstar Advisory Group, LLC - 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
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 Q1 2022
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