SWMG, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 549 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
Q3 2023$1,414,679
-92.7%
12,806
-92.7%
0.74%
-92.7%
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 ↓
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