ISHARES TR's ticker is SVAL and the CUSIP is 46436E536. A total of 41 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,250 | -1.1% | 161 | 0.0% | 0.00% | – |
| Q2 2023 | $4,297 | -83.4% | 161 | -83.5% | 0.00% | – |
| Q1 2023 | $25,918 | +38.5% | 974 | +46.5% | 0.00% | – |
| Q4 2022 | $18,711 | +10.1% | 665 | +0.2% | 0.00% | – |
| Q3 2022 | $17,000 | -5.6% | 664 | 0.0% | 0.00% | – |
| Q2 2022 | $18,000 | -45.5% | 664 | -38.7% | 0.00% | – |
| Q1 2022 | $33,000 | – | 1,083 | +54050.0% | 0.00% | – |
| Q4 2021 | $0 | – | 2 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Requisite Capital Management, LLC | 972,379 | $29,152,000 | 6.17% |
| Capital Planning Advisors, LLC | 582,187 | $17,454,000 | 3.62% |
| BT Wealth Management LLC | 352,887 | $10,580,000 | 3.29% |
| Bank of Marin | 11,483 | $344,000 | 0.25% |
| XML Financial, LLC | 14,859 | $445,000 | 0.06% |
| Patriot Financial Group Insurance Agency, LLC | 7,500 | $225,000 | 0.04% |
| Avidian Wealth Solutions, LLC | 16,298 | $489,000 | 0.04% |
| FLOW TRADERS U.S. LLC | 27,567 | $826,000 | 0.03% |
| Rehmann Capital Advisory Group | 10,443 | $313,081,000 | 0.03% |
| Cornerstone Wealth Management, LLC | 8,642 | $259,000 | 0.03% |