ISHARES TR's ticker is SVAL and the CUSIP is 46436E536. A total of 28 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $273,235 | +120800.4% | 10,351 | +22.3% | 0.01% | +14.3% |
Q2 2023 | $226 | +0.4% | 8,465 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $225 | -6.2% | 8,465 | -0.7% | 0.01% | -12.5% |
Q4 2022 | $240 | -99.9% | 8,526 | -4.7% | 0.01% | -11.1% |
Q3 2022 | $230,000 | -5.0% | 8,949 | -1.2% | 0.01% | 0.0% |
Q2 2022 | $242,000 | -12.9% | 9,057 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $278,000 | – | 9,057 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Requisite Capital Management, LLC | 972,379 | $29,152,000 | 6.17% |
Capital Planning Advisors, LLC | 582,187 | $17,454,000 | 3.62% |
BT Wealth Management LLC | 352,887 | $10,580,000 | 3.29% |
Bank of Marin | 11,483 | $344,000 | 0.25% |
XML Financial, LLC | 14,859 | $445,000 | 0.06% |
Patriot Financial Group Insurance Agency, LLC | 7,500 | $225,000 | 0.04% |
Avidian Wealth Solutions, LLC | 16,298 | $489,000 | 0.04% |
FLOW TRADERS U.S. LLC | 27,567 | $826,000 | 0.03% |
Rehmann Capital Advisory Group | 10,443 | $313,081,000 | 0.03% |
Cornerstone Wealth Management, LLC | 8,642 | $259,000 | 0.03% |