ISHARES TR's ticker is SVAL and the CUSIP is 46436E536. A total of 41 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $856,345 | +76.1% | 32,441 | +78.0% | 0.03% | +68.8% |
| Q2 2023 | $486,372 | +162024.0% | 18,223 | +61.6% | 0.02% | +60.0% |
| Q1 2023 | $300 | -23.3% | 11,274 | -18.8% | 0.01% | -37.5% |
| Q4 2022 | $391 | -100.0% | 13,879 | -56.2% | 0.02% | +23.1% |
| Q3 2022 | $814,000 | -13.5% | 31,723 | -9.9% | 0.01% | -38.1% |
| Q2 2022 | $941,000 | +7.8% | 35,219 | +23.9% | 0.02% | +162.5% |
| Q1 2022 | $873,000 | +94.0% | 28,422 | +102.2% | 0.01% | 0.0% |
| Q4 2021 | $450,000 | +110.3% | 14,057 | +97.2% | 0.01% | +60.0% |
| Q3 2021 | $214,000 | -80.4% | 7,127 | -80.0% | 0.01% | -82.1% |
| Q2 2021 | $1,092,000 | – | 35,556 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Requisite Capital Management, LLC | 909,452 | $27,929,000 | 8.57% |
| BT Wealth Management LLC | 504,162 | $15,483,000 | 4.03% |
| BKA Wealth Consulting, Inc. | 66,720 | $2,049,000 | 3.06% |
| Capital Planning Advisors, LLC | 322,728 | $9,911,000 | 2.12% |
| MANCHESTER FINANCIAL INC | 172,816 | $5,307,000 | 1.91% |
| Well Done, LLC | 288,899 | $8,872,000 | 1.77% |
| EWG Elevate Inc. | 14,846 | $456,000 | 0.18% |
| Bank of Marin | 7,054 | $217,000 | 0.16% |
| XML Financial, LLC | 14,859 | $456,000 | 0.05% |
| Destiny Wealth Partners, LLC | 5,840 | $179,000 | 0.04% |