Fermata Advisors, 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 Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,381,602
-4.6%
21,556
-4.6%
0.67%
-70.3%
Q2 2023$2,495,477
+15.1%
22,593
+17.3%
2.26%
+72.3%
Q1 2023$2,168,923
-11.0%
19,266
-13.1%
1.31%
+81.4%
Q4 2022$2,437,651
+42.5%
22,175
+42.5%
0.72%
+29.6%
Q3 2022$1,711,000
+328.8%
15,559
+329.6%
0.56%
+300.7%
Q2 2022$399,000
+84.7%
3,622
+85.3%
0.14%
+10.3%
Q2 2021$216,000
-11.1%
1,955
-9.8%
0.13%
-38.2%
Q1 2021$243,0002,1680.20%
Other shareholders
ISHARES TR shareholders Q1 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