SHV — ISHARES TR

Ownership history in Caitlin John, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Caitlin John, LLC reported a position in ISHARES TR (SHV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2023 Q4)
Avg. % of fund
0.0%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 8 — 0% 0.00% $884 $108.41
2024 Q4 REDUCED 8 -21 -72.4% 0.00% $881 $105.08
2024 Q3 REDUCED 29 -91 -75.8% 0.00% $3K $103.91
2023 Q4 INITIATED 120 — — 0.01% $13K —
% of Fund (quarterly)    SHV price (monthly, adj. close)

Other funds also holding SHV

As of 2025 Q4 — sorted by position size

Hansen & Associates Financial Group, Inc. 29.71% Legacy Advisory Services, LLC 20.25% Client First Capital LLC 3Y 15.24% Able Wealth Management LLC 12.9% Bull Oak Capital, LLC 9.96% Allred Capital Management, LLC 3Y 7Y 9.63% PARAGON CAPITAL MANAGEMENT INC 8.53% CAPSTONE WEALTH MANAGEMENT GROUP, LLC 3Y 7.52% White Lighthouse Investment Management Inc. 3Y 7Y 7.26% Bulltick Wealth Management, LLC 7.18%
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