Intergy Private Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 687 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Intergy Private Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$336,252
+18.5%
3,043
+18.5%
0.14%
+18.8%
Q1 2024$283,867
+0.4%
2,5680.0%0.12%
-4.1%
Q4 2023$282,814
+1.7%
2,568
+2.0%
0.12%
-12.2%
Q3 2023$278,1632,5180.14%
Other shareholders
ISHARES TR shareholders Q4 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