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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $13,305 | – | 500 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Requisite Capital Management, LLC | 944,926 | $30,219,000 | 9.37% |
BT Wealth Management LLC | 451,969 | $14,454,000 | 3.91% |
Capital Planning Advisors, LLC | 567,590 | $18,152,000 | 3.46% |
MANCHESTER FINANCIAL INC | 165,854 | $5,304,000 | 1.86% |
Bank of Marin | 11,270 | $360,000 | 0.24% |
XML Financial, LLC | 14,859 | $475,000 | 0.06% |
OLD MISSION CAPITAL LLC | 38,442 | $1,229,000 | 0.05% |
Avidian Wealth Solutions, LLC | 16,779 | $537,000 | 0.03% |
Rehmann Capital Advisory Group | 10,537 | $336,973,000 | 0.03% |
Patriot Financial Group Insurance Agency, LLC | 5,100 | $163,000 | 0.03% |