MILESTONE ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 642 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
MILESTONE ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,600,618
+15.8%
23,535
+15.8%
0.65%
+1.4%
Q1 2024$2,246,72520,3250.64%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Hansen & Associates Financial Group, Inc. 499,185$55,000,21528.78%
LaSalle St. Investment Advisors, LLC 382,134$420,84428.21%
Client First Capital LLC 315,514$34,747,51825.25%
Whalen Wealth Management Inc. 205,773$22,661,78420.41%
Titan Manages, LLC 130,795$14,404,45320.06%
Mader & Shannon Wealth Management, Inc. 305,597$33,655,39819.14%
Able Wealth Management LLC 176,323$19,418,44717.63%
Allred Capital Management, LLC 353,617$38,943,87216.93%
Divergent Wealth Advisors 648,869$71,459,93914.95%
Gateway Advisory, LLC 611,709$67,367,47312.93%
View complete list of ISHARES TR shareholders