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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $57,062 | – | 2,028 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Well Done, LLC | 258,353 | $7,957,517 | 1.56% |
| Global Assets Advisory, LLC | 24,656 | $761,488 | 0.99% |
| Synergy Asset Management, LLC | 138,275 | $4,259,009 | 0.76% |
| EWG Elevate Inc. | 33,074 | $1,018,712 | 0.42% |
| WEALTH EFFECTS LLC | 9,350 | $287,989 | 0.11% |
| Waverly Advisors, LLC | 14,981 | $461,427 | 0.02% |
| Westside Investment Management, Inc. | 1,300 | $40,041 | 0.01% |
| RAYMOND JAMES TRUST N.A. | 12,861 | $396,132 | 0.01% |
| Chicago Partners Investment Group LLC | 6,846 | $204,222 | 0.01% |
| Integrated Wealth Concepts LLC | 17,131 | $527,637 | 0.01% |