TruWealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
TruWealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,202,693
+111.0%
10,887
+111.0%
0.10%
+110.2%
Q2 2023$569,922
+15.6%
5,160
+15.6%
0.05%
+8.9%
Q1 2023$493,162
+145.4%
4,463
+144.7%
0.04%
+114.3%
Q1 2022$201,000
-52.0%
1,824
-51.9%
0.02%
-50.0%
Q4 2021$419,000
-6.3%
3,796
-6.3%
0.04%
-16.0%
Q3 2021$447,000
+71.9%
4,050
+72.4%
0.05%
+66.7%
Q2 2021$260,000
-47.4%
2,349
-47.5%
0.03%
-55.2%
Q1 2021$494,000
-52.1%
4,474
-52.0%
0.07%
-56.5%
Q4 2020$1,031,0009,3240.15%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 2,749,018$303,547,00058.25%
Cornerstone Retirement Group, Inc. 1,508$300,560,00055.44%
Divergent Wealth Advisors 913,670$100,887,00020.44%
Manhattan West Asset Management, LLC 174,828$19,305,00011.57%
3EDGE Asset Management, LP 1,090,337$120,395,00010.31%
AGILIS PARTNERS LLC 174,126$19,227,0009.62%
QUATTRO FINANCIAL ADVISORS LLC 170,873$18,868,0006.67%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 885,159$97,739,0006.22%
Vise Technologies, Inc. 200,005$22,085,0005.98%
IronBridge Private Wealth, LLC 76,218$8,416,0004.38%
View complete list of ISHARES TR shareholders