Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is SVAL and the CUSIP is 46436E536. A total of 36 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q1 2023
NameSharesValueWeighting ↓
Requisite Capital Management, LLC 790,341$21,113,0007.01%
BT Wealth Management LLC 483,601$12,919,0003.62%
Well Done, LLC 308,176$8,233,0001.81%
MANCHESTER FINANCIAL INC 168,020$4,488,0001.74%
EWG Elevate Inc. 14,846$397,0000.19%
WBI INVESTMENTS, LLC 20,506$528,0000.11%
XML Financial, LLC 14,859$397,0000.09%
Destiny Wealth Partners, LLC 8,189$219,0000.05%
OLD MISSION CAPITAL LLC 41,970$1,121,0000.03%
PRIVATE TRUST CO NA 5,000$134,0000.02%
View complete list of ISHARES TR shareholders