Who owns ISHARES TR?
- Ticker: SVAL
- CUSIP Number: 46436e536
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr stock
Who bought or sold ISHARES TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Global Assets Advisory | 578k | $19M | 2244% | Mar 2024 |
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| Bank of America Corporation | 95k | $2.9M | 31% | Dec 2023 |
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| Branch Banking & Trust Company | 88k | $2.7M | -2% | Dec 2023 |
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| Raymond James & Associates | 52k | $1.6M | -2% | Dec 2023 |
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| EWG Elevate | 37k | $1.1M | 11% | Mar 2024 |
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| Well Done | 33k | $1.0M | -87% | Mar 2024 |
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| Royal Bank of Canada | 24k | $728k | -30% | Dec 2023 |
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| Mariner Wealth Advisors | 17k | $522k | 74% | Dec 2023 |
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| Warren Averett Asset Management | 15k | $461k | 0% | Dec 2023 |
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| Commonwealth Equity Services | 14k | $440k | 0% | Dec 2023 |
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| Raymond James Trust | 13k | $396k | 24% | Dec 2023 |
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| Advisor Group Holdings | 9.4k | $291k | -29% | Dec 2023 |
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| Wealth Effects | 9.4k | $288k | 100% | Dec 2023 |
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| Raymond James Financial Services Advisors | 8.9k | $274k | 2% | Dec 2023 |
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| Citadel Advisors | 7.3k | $224k | 100% | Dec 2023 |
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| Chicago Partners Investment | 6.8k | $204k | 100% | Dec 2023 |
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| Westside Investment Management | 1.3k | $40k | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 900.00 | $28k | 800% | Dec 2023 |
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| UBS Group | 277.00 | $8.5k | 100% | Dec 2023 |
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| Us Bancorp | 254.00 | $7.8k | 100% | Dec 2023 |
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| Capital Investment Advisory Services | 150.00 | $4.6k | 0% | Dec 2023 |
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| Creative Financial Designs | 111.00 | $3.4k | 0% | Dec 2023 |
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| Wells Fargo & Company | 1.00 | $27.000000 | 100% | Dec 2023 |
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Who sold out of Ishares Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Synergy Financial Management | Dec 2023 | 138k | $4.3M |
| Private Advisor | Sep 2023 | 7.8k | $205k |