Johnson Bixby & Associates, 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
Johnson Bixby & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$480,262
-13.0%
4,347
-13.1%
0.10%
-12.3%
Q2 2023$552,249
+0.9%
5,000
+1.0%
0.11%
-5.8%
Q1 2023$547,105
+0.6%
4,951
+0.0%
0.12%
-4.7%
Q4 2022$544,008
-31.9%
4,949
-31.9%
0.13%
-36.8%
Q3 2022$799,000
-8.3%
7,267
-8.1%
0.20%
-5.6%
Q2 2022$871,000
-9.3%
7,911
-9.1%
0.21%
-13.8%
Q1 2022$960,000
-8.3%
8,704
-8.2%
0.25%
-10.8%
Q4 2021$1,047,000
-5.4%
9,479
-5.4%
0.28%
-13.4%
Q3 2021$1,107,000
-4.4%
10,021
-4.4%
0.32%
-4.5%
Q2 2021$1,158,000
-19.1%
10,483
-19.1%
0.34%
-26.0%
Q1 2021$1,432,000
-18.8%
12,955
-18.8%
0.45%
-22.3%
Q4 2020$1,763,00015,9520.58%
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