Waverly Advisors, LLC - ISHARES ownership

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of ISHARES
ValueSharesWeighting
Q2 2014$5,000
-88.6%
255
-88.0%
0.00%
-86.7%
Q4 2013$44,000
+131.6%
2,118
+116.6%
0.02%
+50.0%
Q3 2013$19,0009780.01%
Other shareholders
ISHARES shareholders Q3 2023
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 375,830$7,374,0004.37%
FLOW TRADERS U.S. LLC 939,253$18,415,0002.92%
Windhaven Investment Management, Inc. 30,049,629$589,574,0002.61%
ARGI Investment Services, LLC 707,728$13,886,0002.59%
Pinnacle Advisory Group, Inc. 1,060,459$20,806,0002.43%
Accuvest Global Advisors 468,765$9,197,0002.33%
WealthTrust Fairport, LLC 657,484$12,900,0002.14%
Antonetti Capital Management LLC 96,492$1,893,0001.92%
WealthTrust-Arizona, LLC 72,392$1,420,0001.79%
VICUS CAPITAL 174,067$3,415,0001.49%
View complete list of ISHARES shareholders