SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 86 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$227,000
-5.8%
5,0000.0%0.00%
-25.0%
Q2 2022$241,000
-6.9%
5,0000.0%0.00%
+33.3%
Q1 2022$259,000
-7.5%
5,0000.0%0.00%
-40.0%
Q4 2021$280,000
-0.7%
5,0000.0%0.01%
+25.0%
Q3 2021$282,000
-1.4%
5,000
-0.5%
0.00%0.0%
Q2 2021$286,000
+3.2%
5,024
+0.5%
0.00%0.0%
Q1 2021$277,000
-5.5%
5,0000.0%0.00%0.0%
Q4 2020$293,000
+1.4%
5,0000.0%0.00%
-20.0%
Q3 2020$289,0000.0%5,0000.0%0.01%0.0%
Q2 2020$289,000
+4.7%
5,0000.0%0.01%
-28.6%
Q1 2020$276,000
+1.1%
5,0000.0%0.01%
+40.0%
Q4 2019$273,0005,0000.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Venturi Wealth Management, LLC 75,659$3,985,0000.84%
RKL Wealth Management LLC 22,810$1,206,0000.34%
Wellesley Investment Partners, LLC 10,912$574,0000.12%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 195,288$10,307,0000.09%
Snowden Capital Advisors LLC 7,570$399,5450.06%
WealthTrust-Arizona, LLC 1,183$62,0000.03%
EDMOND DE ROTHSCHILD HOLDING S.A. 7,420$391,0000.01%
Advisor Group, Inc. 10,323$544,0000.01%
JANE STREET GROUP, LLC 43,074$2,273,0000.01%
IHT Wealth Management, LLC 200$11,0000.01%
View complete list of ISHARES TR shareholders