Endowment Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 615 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Endowment Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$205,192
+1.1%
1,858
+1.1%
0.19%
-7.8%
Q1 2023$202,935
+1.1%
1,837
+0.6%
0.20%
-7.7%
Q4 2022$200,664
-1.6%
1,826
-1.5%
0.22%
-10.5%
Q3 2022$204,000
+0.5%
1,853
+0.3%
0.25%
+0.8%
Q2 2022$203,0001,8470.24%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders