SWMG, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
SWMG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$19,410,593
+7.2%
175,741
+7.2%
10.15%
+0.5%
Q1 2023$18,113,492
+8.9%
163,923
+8.3%
10.10%
+0.4%
Q4 2022$16,634,743
+1.4%
151,335
+1.5%
10.06%
-6.0%
Q3 2022$16,403,000149,11710.70%
Other shareholders
ISHARES TR shareholders Q3 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