SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$281,624
-39.5%
2,658
-33.3%
0.01%
-25.0%
Q2 2023$465,154
-7.7%
3,987
-9.0%
0.01%
+14.3%
Q1 2023$504,079
-41.6%
4,380
-43.2%
0.01%
-41.7%
Q4 2022$862,940
+21.9%
7,715
-0.5%
0.01%
+20.0%
Q3 2022$708,000
+56.3%
7,754
+69.7%
0.01%
+42.9%
Q2 2022$453,0004,5700.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,246$11,330,0009.82%
Migdal Insurance & Financial Holdings Ltd. 1,359,543$134,826,0003.00%
HERBST GROUP, LLC 36,696$3,679,0002.91%
MRA Advisory Group 28,857$2,862,0002.50%
PARAGON FINANCIAL PARTNERS, INC. 23,780$2,358,0002.42%
Bluesphere Advisors, LLC 14,100$1,398,0001.36%
Richard Bernstein Advisors LLC 605,236$60,022,0001.30%
ASB Consultores, LLC 29,175$2,8931.26%
INTERACTIVE FINANCIAL ADVISORS, INC. 24,779$2,461,0001.24%
BCK CAPITAL MANAGEMENT LP 15,771$1,564,0001.21%
View complete list of ISHARES TR shareholders