ISHARES TR's ticker is SVAL and the CUSIP is 46436E536. A total of 36 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,640 | -1.1% | 100 | 0.0% | 0.00% | – |
| Q2 2023 | $2,669 | +0.3% | 100 | 0.0% | 0.00% | – |
| Q1 2023 | $2,661 | -5.4% | 100 | 0.0% | 0.00% | – |
| Q4 2022 | $2,814 | -6.2% | 100 | 0.0% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2022 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Requisite Capital Management, LLC | 972,379 | $29,152,000 | 6.17% |
| Capital Planning Advisors, LLC | 582,187 | $17,454,000 | 3.62% |
| BT Wealth Management LLC | 352,887 | $10,580,000 | 3.29% |
| Bank of Marin | 11,483 | $344,000 | 0.25% |
| XML Financial, LLC | 14,859 | $445,000 | 0.06% |
| Patriot Financial Group Insurance Agency, LLC | 7,500 | $225,000 | 0.04% |
| Avidian Wealth Solutions, LLC | 16,298 | $489,000 | 0.04% |
| FLOW TRADERS U.S. LLC | 27,567 | $826,000 | 0.03% |
| Rehmann Capital Advisory Group | 10,443 | $313,081,000 | 0.03% |
| Cornerstone Wealth Management, LLC | 8,642 | $259,000 | 0.03% |