Walker Financial Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 582 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Walker Financial Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$446,350
+0.9%
4,040
+0.8%
0.43%
-0.7%
Q2 2023$442,549
-8.3%
4,007
-8.2%
0.44%
-12.1%
Q1 2023$482,5590.0%4,3670.0%0.50%0.0%
Q4 2022$482,559
-78.1%
4,367
-78.2%
0.50%
-75.9%
Q3 2022$2,204,609
-10.7%
20,042
-10.6%
2.06%
-14.3%
Q2 2022$2,468,104
-8.3%
22,417
-8.2%
2.40%
-2.8%
Q1 2022$2,691,20324,4102.47%
Other shareholders
ISHARES TR shareholders Q4 2022
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