BANK OF MONTREAL /CAN/ - 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
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,570,063
+150.8%
150,268
+151.2%
0.01%
+200.0%
Q2 2023$6,608,120
-58.8%
59,829
-59.0%
0.00%
-71.4%
Q4 2022$16,038,742
-17.6%
145,900
-17.6%
0.01%
-12.5%
Q3 2022$19,472,000
+33.5%
176,968
+33.6%
0.01%
+14.3%
Q2 2022$14,582,000
-6.8%
132,483
-6.6%
0.01%
-12.5%
Q1 2022$15,644,000
+464.8%
141,898
+465.7%
0.01%
+700.0%
Q4 2021$2,770,000
-19.5%
25,084
-19.5%
0.00%
-50.0%
Q3 2021$3,443,000
-79.6%
31,169
-79.5%
0.00%
-75.0%
Q2 2021$16,837,000
-24.1%
152,373
-24.1%
0.01%
-42.9%
Q1 2021$22,189,000
+29.6%
200,773
+29.6%
0.01%
+27.3%
Q4 2020$17,124,000
-1.2%
154,956
-1.0%
0.01%
-21.4%
Q3 2020$17,332,000
+310.5%
156,568
+310.7%
0.01%
+250.0%
Q2 2020$4,222,000
+759.9%
38,123
+761.0%
0.00%
+300.0%
Q1 2020$491,000
+8.1%
4,428
+7.8%
0.00%
Q4 2019$454,000
-96.1%
4,107
-96.1%
0.00%
-100.0%
Q3 2019$11,782,000
+18.6%
106,506
+18.7%
0.01%
+25.0%
Q2 2019$9,932,000
-68.2%
89,762
-68.2%
0.01%
-70.4%
Q1 2019$31,242,000
-12.6%
282,555
-12.8%
0.03%
-20.6%
Q4 2018$35,747,000
+200.6%
324,086
+201.0%
0.03%
+277.8%
Q3 2018$11,892,000
-0.0%
107,676
-0.0%
0.01%
-10.0%
Q2 2018$11,894,000
+1997.7%
107,698
+1996.9%
0.01%
+900.0%
Q1 2018$567,000
+4.2%
5,136
+4.1%
0.00%
Q4 2017$544,000
-4.6%
4,933
-4.5%
0.00%
-100.0%
Q3 2017$570,000
+12.9%
5,164
+12.7%
0.00%
Q2 2017$505,000
-96.0%
4,581
-95.9%
0.00%
-100.0%
Q1 2017$12,471,000
+3690.6%
113,020
+3685.0%
0.01%
Q4 2016$329,000
+448.3%
2,986
+453.0%
0.00%
Q3 2016$60,000
+1100.0%
540
+1100.0%
0.00%
Q1 2016$5,000
-99.1%
45
-99.1%
0.00%
-100.0%
Q3 2014$576,0005,2290.00%
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