SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$185,941,732
-15.0%
1,683,188
-15.0%
4.08%
+3.3%
Q2 2023$218,754,033
-33.5%
1,980,571
-33.5%
3.95%
-14.1%
Q1 2023$329,197,144
-9.8%
2,979,160
-10.2%
4.60%
-6.6%
Q4 2022$364,867,017
+34.8%
3,319,387
+34.9%
4.92%
+24.6%
Q3 2022$270,621,000
+60713.7%
2,460,193
+60992.5%
3.95%
+56357.1%
Q4 2020$445,0004,0270.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders