Wagner Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SVAL and the CUSIP is 46436E536. A total of 41 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Wagner Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$8,000
-11.1%
3280.0%0.01%
-14.3%
Q2 2022$9,000
-10.0%
3280.0%0.01%
-12.5%
Q4 2021$10,0000.0%3280.0%0.01%0.0%
Q3 2021$10,000
-37.5%
328
-37.9%
0.01%
-27.3%
Q2 2021$16,0005280.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Requisite Capital Management, LLC 937,916$28,813,0004.97%
BT Wealth Management LLC 481,405$14,789,0004.48%
Capital Planning Advisors, LLC 558,078$17,144,0003.52%
Bank of Marin 11,428$351,0000.26%
XML Financial, LLC 14,859$456,0000.10%
OLD MISSION CAPITAL LLC 84,777$2,604,0000.09%
FLOW TRADERS U.S. LLC 41,530$1,276,0000.06%
Avidian Wealth Solutions, LLC 21,950$674,0000.05%
Patriot Financial Group Insurance Agency, LLC 8,500$261,0000.05%
Rehmann Capital Advisory Group 9,733$298,997,0000.03%
View complete list of ISHARES TR shareholders