BAKER TILLY WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 436 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$364,927
-14.5%
3,304
-14.5%
0.04%
-20.8%
Q1 2023$426,862
+3.2%
3,863
+2.7%
0.05%
-5.9%
Q4 2022$413,629
+20.2%
3,763
+20.4%
0.05%
+8.5%
Q3 2022$344,000
+15.8%
3,125
+16.0%
0.05%
+20.5%
Q2 2022$297,000
-61.2%
2,695
-61.2%
0.04%
-54.1%
Q1 2022$766,000
-32.5%
6,950
-32.4%
0.08%
-30.3%
Q4 2021$1,135,000
+28.8%
10,283
+28.9%
0.12%
+5.2%
Q3 2021$881,000
+48.1%
7,979
+48.1%
0.12%
+20.8%
Q2 2021$595,000
-44.2%
5,387
-44.2%
0.10%
-56.2%
Q1 2021$1,067,000
+244.2%
9,655
+243.7%
0.22%
+128.1%
Q4 2020$310,0002,8090.10%
Other shareholders
ISHARES TR shareholders Q2 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