SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is ILF and the CUSIP is 464287390. A total of 170 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$233,000
-91.3%
9,932
-90.2%
0.00%
-88.2%
Q3 2021$2,679,000
-24.7%
100,954
-10.6%
0.03%
-24.4%
Q2 2021$3,559,000
+12.7%
112,927
-1.2%
0.04%
+2.3%
Q1 2021$3,157,000114,3340.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
METLIFE INC 82,145$2,104,91421.45%
TOTAL INVESTMENT MANAGEMENT INC 2,058,322$52,610,7227.53%
Chicago Wealth Management, Inc. 326,838$8,353,9796.58%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 200,830$5,133,2152.46%
Adams Wealth Management 280,482$7,169,1202.43%
Riggs Asset Managment Co. Inc. 190,790$4,876,5931.74%
PEAK FINANCIAL ADVISORS LLC 62,014$1,585,0781.71%
All Season Financial Advisors, Inc. 62,512$1,597,8071.62%
FOREFRONT WEALTH MANAGEMENT INC. 41,006$1,048,1131.47%
Old Port Advisors 138,909$3,550,5201.29%
View complete list of ISHARES TR shareholders