Seneca House Advisors - ISHARES TR ownership

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ISHARES TR's ticker is and the CUSIP is 46436E296. A total of 22 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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Filings

Quarter-by-quarter ownership

Seneca House Advisors ownership history of ISHARES TR
	Value		Shares		Weighting
Q3 2023	$1,547,222	+5.5%	70,714	+12.0%	0.80%	+10.1%
Q2 2023	$1,466,805	-2.5%	63,112	+0.2%	0.73%	-6.4%
Q1 2023	$1,503,997	+4.6%	62,958	+1.2%	0.78%	-1.8%
Q4 2022	$1,437,650	–	62,209	–	0.80%	–
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Other shareholders

ISHARES TR shareholders Q1 2023
Name	Shares	Value	Weighting ↓
Krilogy Financial LLC	1,634,080	$35,933,426	3.29%
Hartford Financial Management Inc.	284,756	$6,261,791	1.60%
Seneca House Advisors	70,714	$1,547,222	0.80%
COUNTRY CLUB BANK /GFN	88,798	$1,951,779	0.16%
CONFLUENCE INVESTMENT MANAGEMENT LLC	449,184	$9,877,547	0.15%
HEADINVEST, LLC	23,720	$515,545	0.11%
Atlantic Private Wealth, LLC	3,796	$83,474	0.08%
PARK AVENUE SECURITIES LLC	123,460	$2,715	0.04%
Parkside Financial Bank & Trust	4,518	$99,351	0.02%
FinTrust Capital Advisors, LLC	3,803	$83,628	0.02%

View complete list of ISHARES TR shareholders