Horst & Graben Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 439 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Horst & Graben Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$206,171
-68.2%
1,866
-68.2%
0.04%
-70.5%
Q1 2024$648,626
-11.3%
5,868
-11.7%
0.13%
-18.0%
Q4 2023$731,438
+157.5%
6,642
+157.0%
0.16%
+98.8%
Q3 2022$284,000
-63.6%
2,584
-63.5%
0.08%
-61.8%
Q2 2022$780,000
-0.8%
7,082
-0.7%
0.21%
+10.4%
Q1 2022$786,000
-27.1%
7,131
-27.0%
0.19%
-28.9%
Q4 2021$1,078,000
+4.4%
9,763
+4.4%
0.27%
-5.3%
Q3 2021$1,033,000
-10.4%
9,348
-10.5%
0.28%
-11.5%
Q2 2021$1,153,000
-33.6%
10,440
-33.5%
0.32%
-41.0%
Q1 2021$1,736,000
-36.3%
15,711
-36.3%
0.55%
-41.9%
Q4 2020$2,725,000
-15.9%
24,650
-15.8%
0.94%
-25.4%
Q3 2020$3,241,000
-82.9%
29,278
-82.9%
1.26%
-84.9%
Q2 2020$18,990,000
-0.0%
171,486
+0.2%
8.34%
-16.6%
Q1 2020$18,992,000171,0699.99%
Other shareholders
ISHARES TR shareholders Q2 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