Global Assets Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is SVAL and the CUSIP is 46436E536. A total of 29 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Global Assets Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$797,278
-16.7%
30,203
-15.8%
0.70%
-19.8%
Q2 2023$957,511
-41.3%
35,875
-43.1%
0.88%
-47.4%
Q1 2023$1,631,828
-10.5%
63,029
-2.7%
1.66%
-13.4%
Q4 2022$1,822,487
-4.4%
64,772
-0.8%
1.92%
-0.4%
Q3 2022$1,907,00065,3081.93%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Requisite Capital Management, LLC 944,926$30,219,0009.37%
BT Wealth Management LLC 451,969$14,454,0003.91%
Capital Planning Advisors, LLC 567,590$18,152,0003.46%
MANCHESTER FINANCIAL INC 165,854$5,304,0001.86%
Bank of Marin 11,270$360,0000.24%
XML Financial, LLC 14,859$475,0000.06%
OLD MISSION CAPITAL LLC 38,442$1,229,0000.05%
Avidian Wealth Solutions, LLC 16,779$537,0000.03%
Rehmann Capital Advisory Group 10,537$336,973,0000.03%
Patriot Financial Group Insurance Agency, LLC 5,100$163,0000.03%
View complete list of ISHARES TR shareholders