Waverly Advisors, 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 Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$395,634
-1.1%
14,9880.0%0.02%
-5.6%
Q2 2023$400,027
-4.9%
14,988
-5.2%
0.02%
-18.2%
Q1 2023$420,518
-96.9%
15,803
-96.7%
0.02%
-97.1%
Q4 2022$13,617,597
+9.3%
483,975
-0.2%
0.76%
-13.7%
Q3 2022$12,455,000485,1830.88%
Other shareholders
ISHARES TR shareholders Q3 2022
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