Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is SVAL and the CUSIP is 46436E536. A total of 41 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$204,799
-1.1%
6,678
-5.8%
0.01%
-13.3%
Q3 2022$207,000
+0.5%
7,090
+1.0%
0.02%0.0%
Q2 2022$206,0007,0180.02%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Requisite Capital Management, LLC 937,916$28,813,0004.97%
BT Wealth Management LLC 481,405$14,789,0004.48%
Capital Planning Advisors, LLC 558,078$17,144,0003.52%
Bank of Marin 11,428$351,0000.26%
XML Financial, LLC 14,859$456,0000.10%
OLD MISSION CAPITAL LLC 84,777$2,604,0000.09%
FLOW TRADERS U.S. LLC 41,530$1,276,0000.06%
Avidian Wealth Solutions, LLC 21,950$674,0000.05%
Patriot Financial Group Insurance Agency, LLC 8,500$261,0000.05%
Rehmann Capital Advisory Group 9,733$298,997,0000.03%
View complete list of ISHARES TR shareholders