SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 334 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.30 and the average weighting 0.4%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$664,082
-27.3%
6,744
-18.3%
0.02%
-11.8%
Q2 2023$913,982
-3.2%
8,251
+0.1%
0.02%
+30.8%
Q1 2023$943,955
+42.4%
8,241
+34.5%
0.01%
+44.4%
Q4 2022$662,954
-0.8%
6,128
-0.0%
0.01%
-10.0%
Q3 2022$668,0006,1300.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bridge Advisory, LLC 123,868$16,674,0007.28%
Pacific Wealth Management 34,851$4,691,0004.18%
Ballew Advisors, Inc 25,472$3,236,0002.47%
CMH Wealth Management LLC 51,393$6,918,0002.13%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 38,055$5,123,0001.82%
Richard Bernstein Advisors LLC 656,820$87,896,0001.74%
Krilogy Financial LLC 116,734$15,714,0001.61%
ONE Advisory Partners, LLC 18,824$2,534,0001.48%
High Falls Advisors, Inc 36,031$4,850,0001.30%
Horst & Graben Wealth Management LLC 35,047$4,718,0001.15%
View complete list of ISHARES TR shareholders