SMITH, MOORE & CO. - 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
SMITH, MOORE & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$520,866
-80.0%
4,715
-80.0%
0.07%
-79.3%
Q2 2023$2,610,179
-66.5%
23,632
-66.5%
0.33%
-68.6%
Q1 2023$7,796,904
-56.8%
70,560
-57.0%
1.06%
-57.7%
Q4 2022$18,029,583
-2.2%
164,025
-2.1%
2.50%
-10.5%
Q3 2022$18,431,000167,5582.80%
Other shareholders
ISHARES TR shareholders Q3 2023
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