HM PAYSON & CO - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 303 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
HM PAYSON & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,925,638
-2.8%
44,588
-2.8%
0.12%
+0.9%
Q2 2023$5,067,226
+3680.5%
45,878
+3682.2%
0.11%
+3700.0%
Q1 2023$134,037
+0.5%
1,2130.0%0.00%0.0%
Q4 2022$133,333
+0.3%
1,2130.0%0.00%
-25.0%
Q3 2022$133,000
-0.7%
1,2130.0%0.00%
+33.3%
Q2 2022$134,000
-90.2%
1,213
-90.2%
0.00%
-92.1%
Q4 2020$1,372,000
-0.1%
12,4130.0%0.04%
-9.5%
Q3 2020$1,374,000
-0.1%
12,4130.0%0.04%
-8.7%
Q2 2020$1,375,000
-0.2%
12,4130.0%0.05%
-14.8%
Q1 2020$1,378,000
+0.5%
12,4130.0%0.05%
+22.7%
Q4 2019$1,371,000
-0.1%
12,4130.0%0.04%
-8.3%
Q3 2019$1,373,0000.0%12,4130.0%0.05%
-2.0%
Q2 2019$1,373,0000.0%12,4130.0%0.05%
-5.8%
Q1 2019$1,373,00012,4130.05%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders