Ascent Group, 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
Ascent Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,520,154
+25.2%
13,792
+25.0%
0.17%
+25.4%
Q2 2023$1,214,513
-86.0%
11,031
-85.9%
0.13%
-85.5%
Q1 2023$8,656,570
+700.3%
78,340
+696.1%
0.92%
+625.2%
Q4 2022$1,081,723
+11.6%
9,841
+11.7%
0.13%
+7.6%
Q3 2022$969,000
+25.0%
8,807
+25.1%
0.12%
+26.9%
Q2 2022$775,000
-75.8%
7,040
-75.8%
0.09%
-75.1%
Q1 2022$3,203,000
+35.0%
29,049
+35.1%
0.37%
+23.5%
Q4 2021$2,373,00021,4970.30%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 2,749,018$303,547,00058.25%
Cornerstone Retirement Group, Inc. 1,508$300,560,00055.44%
Divergent Wealth Advisors 913,670$100,887,00020.44%
Manhattan West Asset Management, LLC 174,828$19,305,00011.57%
3EDGE Asset Management, LP 1,090,337$120,395,00010.31%
AGILIS PARTNERS LLC 174,126$19,227,0009.62%
QUATTRO FINANCIAL ADVISORS LLC 170,873$18,868,0006.67%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 885,159$97,739,0006.22%
Vise Technologies, Inc. 200,005$22,085,0005.98%
IronBridge Private Wealth, LLC 76,218$8,416,0004.38%
View complete list of ISHARES TR shareholders