FWG Holdings, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 641 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
FWG Holdings, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$344,344
-28.4%
3,125
-28.4%
0.18%
-35.5%
Q4 2023$480,846
-95.8%
4,363
-95.8%
0.29%
-96.3%
Q3 2023$11,484,959
+932.7%
104,371
+931.5%
7.66%
+885.7%
Q4 2022$1,112,17110,1180.78%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
J.Safra Asset Management Corp 343,610$37,948,00038.96%
Cassaday & Co Inc. 1,952,646$215,689,00032.68%
Hollow Brook Wealth Management LLC 479,964$53,016,00027.57%
Titan Manages, LLC 239,504$26,494,00025.71%
AFFINIA FINANCIAL GROUP, LLC 162,018$17,896,00011.69%
TBH Global Asset Management, LLC 284,709$31,449,0009.43%
Summit Wealth Group, LLC 81,688$9,023,0008.52%
IndexIQ Advisors LLC 2,119,192$234,085,0008.37%
SimpliFi, Inc. 129,382$14,292,0008.13%
EQUITY INVESTMENT CORP 2,131,767$235,475,0008.10%
View complete list of ISHARES TR shareholders