Waverly Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 123 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$319,842
-26.6%
8,576
-26.3%
0.01%
-40.0%
Q1 2024$435,49511,6290.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Paragon Advisors, LLC 241,788$8,547,0009.22%
Merit Financial Group, LLC 2,725,577$96,676,0008.56%
Fiduciary Planning LLC 216,656$7,748,0007.15%
Leelyn Smith, LLC 299,837$10,635,0005.12%
Pacific Center for Financial Services 249,725$8,858,0003.89%
Round Table Services, LLC 338,394$12,003,0003.32%
USAdvisors Wealth Management, LLC 155,326$5,409,0002.80%
Wade Financial Advisory, Inc 87,865$3,117,0002.75%
Roof Eidam Maycock Peralta, LLC 103,470$3,670,0001.41%
Wealthquest Corp 118,951$4,219,0001.21%
View complete list of ISHARES TR shareholders