Colonial River Wealth Management, 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
Colonial River Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$659,845
+2.2%
5,973
+2.2%
0.43%
+1.7%
Q2 2023$645,363
-18.9%
5,843
-18.9%
0.42%
-9.2%
Q1 2023$795,948
+7.1%
7,203
+6.6%
0.47%
-9.8%
Q3 2022$743,0000.0%6,759
+0.2%
0.52%
+6.4%
Q2 2022$743,000
-78.0%
6,744
-77.9%
0.49%
-75.0%
Q1 2022$3,371,00030,5721.95%
Other shareholders
ISHARES TR shareholders Q2 2022
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