CARDIFF PARK ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 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
CARDIFF PARK ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$107,929
+0.0%
9770.0%0.01%
+7.7%
Q2 2023$107,910
+16.3%
977
+16.3%
0.01%
+8.3%
Q1 2023$92,820
+0.5%
8400.0%0.01%
-7.7%
Q4 2022$92,333
+0.4%
8400.0%0.01%
-7.1%
Q3 2022$92,0000.0%8400.0%0.01%0.0%
Q2 2022$92,000
-26.4%
840
-25.9%
0.01%
-22.2%
Q1 2022$125,0000.0%1,1330.0%0.02%
+12.5%
Q4 2021$125,0001,1330.02%
Other shareholders
ISHARES TR shareholders Q3 2023
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