Tradition Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Tradition Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$220.0%1960.0%0.00%0.0%
Q2 2023$22
+29.4%
196
+29.8%
0.00%
+50.0%
Q4 2022$17
-99.4%
151
+459.3%
0.00%
Q1 2022$3,0000.0%270.0%0.00%
Q4 2021$3,0000.0%270.0%0.00%
Q3 2021$3,0000.0%270.0%0.00%
Q2 2021$3,0000.0%270.0%0.00%
-100.0%
Q4 2020$3,000270.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders