SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 228 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.29 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 Q1 2022
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,982$8,153,0004.47%
Paragon Wealth Strategies, LLC 49,063$9,760,0004.34%
Q3 Asset Management 24,127$4,799,0003.90%
MinichMacGregor Wealth Management, LLC 37,171$7,394,0003.49%
AFFINITY WEALTH MANAGEMENT LLC 48,704$10,063,0002.71%
Migdal Insurance & Financial Holdings Ltd. 471,000$93,696,0001.30%
McGuire Investment Group, LLC 21,949$4,366,0001.30%
Richard Bernstein Advisors LLC 206,310$41,042,0001.15%
Dynamic Advisor Solutions LLC 39,473$7,852,0000.89%
Clarus Wealth Advisors 4,309$869,0000.67%
View complete list of ISHARES TR shareholders