Destiny Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SVAL and the CUSIP is 46436E536. A total of 28 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Destiny Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$36,184
-82.8%
1,286
-84.3%
0.01%
-83.0%
Q3 2022$210,000
-4.1%
8,1890.0%0.05%
-2.1%
Q2 2022$219,000
+22.3%
8,189
+40.2%
0.05%
+37.1%
Q1 2022$179,0005,8400.04%
Other shareholders
ISHARES TR shareholders Q3 2023
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