SVB WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
SVB WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$490,508
-3.9%
14,152
-0.3%
0.01%
+22.2%
Q2 2023$510,238
+8.0%
14,193
-0.6%
0.01%
+28.6%
Q1 2023$472,30614,2820.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 137,784$4,917,0004.95%
Sharkey, Howes & Javer 216,770$7,737,0001.77%
One Wealth Advisors, LLC 165,848$5,919,0001.45%
Walkner Condon Financial Advisors LLC 71,895$2,566,000,0000.73%
Goodwin Investment Advisory 28,064$1,002,0000.69%
Horst & Graben Wealth Management LLC 72,136$2,575,0000.63%
Dentgroup LLC 17,876$638,0000.62%
Keystone Financial Services 29,810$928,0000.54%
SPINNAKER TRUST 175,511$6,264,0000.42%
GenWealth Group, Inc. 41,466$1,480,0000.41%
View complete list of ISHARES TR shareholders