Horst & Graben Wealth Management 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
Horst & Graben Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
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 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