FORTE ASSET MANAGEMENT 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
FORTE ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$745,673
+0.0%
6,7500.0%0.50%
+3.7%
Q2 2023$745,538
-0.0%
6,7500.0%0.48%
-2.0%
Q1 2023$745,875
-53.0%
6,750
-53.3%
0.49%
-52.4%
Q4 2022$1,588,344
-0.1%
14,4500.0%1.04%
-1.8%
Q3 2022$1,590,000
-0.1%
14,4500.0%1.05%
-4.3%
Q2 2022$1,591,00014,4501.10%
Other shareholders
ISHARES TR shareholders Q3 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