SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 474 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$3,000
-99.1%
34
-99.1%
0.00%
-100.0%
Q4 2020$325,000
+32.7%
3,994
+100.0%
0.01%
+25.0%
Q3 2020$245,000
-8.2%
1,997
-9.8%
0.00%
-20.0%
Q2 2020$267,000
+13.6%
2,215
-5.9%
0.01%
-16.7%
Q1 2020$235,000
-38.8%
2,354
-1.3%
0.01%
-14.3%
Q4 2019$384,000
+78.6%
2,385
+64.9%
0.01%0.0%
Q2 2019$215,0001,4460.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders