Marks Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 517 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Marks Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$7,856,750
-0.6%
71,134
-0.6%
8.11%
-88.6%
Q1 2023$7,904,507
+0.4%
71,534
-0.1%
70.88%
+115.6%
Q4 2022$7,870,602
-70.2%
71,603
-70.1%
32.88%
-16.9%
Q3 2022$26,374,000
-28.7%
239,762
-28.6%
39.59%
-8.9%
Q2 2022$36,966,000335,75343.44%
Other shareholders
ISHARES TR shareholders Q2 2022
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