SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$277,000
-4.5%
1,026
-2.1%
0.00%
-20.0%
Q4 2021$290,000
-42.5%
1,048
-49.4%
0.01%
-16.7%
Q3 2021$504,000
-15.2%
2,072
-9.3%
0.01%
-25.0%
Q2 2021$594,000
-2.1%
2,284
-3.1%
0.01%0.0%
Q1 2021$607,000
+11.2%
2,358
-4.8%
0.01%0.0%
Q4 2020$546,000
+8.8%
2,477
-1.9%
0.01%0.0%
Q3 2020$502,000
+34.2%
2,524
+9.7%
0.01%
+14.3%
Q2 2020$374,0002,3010.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders