ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 26 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,795,000 | +39.8% | 752,907 | +39.7% | 0.02% | +50.0% |
| Q2 2023 | $54,224,000 | +11.4% | 538,838 | +11.3% | 0.01% | 0.0% |
| Q1 2023 | $48,688,000 | -11.8% | 484,060 | -12.2% | 0.01% | -12.5% |
| Q4 2022 | $55,224,000 | +127.0% | 551,479 | +127.3% | 0.02% | +100.0% |
| Q3 2022 | $24,324,000 | +44.5% | 242,594 | +44.3% | 0.01% | +60.0% |
| Q2 2022 | $16,835,000 | +36.6% | 168,145 | +36.5% | 0.01% | +66.7% |
| Q1 2022 | $12,320,000 | +597.6% | 123,139 | +597.1% | 0.00% | – |
| Q4 2021 | $1,766,000 | +626.7% | 17,665 | +626.7% | 0.00% | – |
| Q3 2021 | $243,000 | -17.6% | 2,431 | -17.6% | 0.00% | – |
| Q2 2021 | $295,000 | -44.3% | 2,950 | -44.3% | 0.00% | – |
| Q1 2021 | $530,000 | -29.3% | 5,300 | -29.3% | 0.00% | – |
| Q4 2020 | $750,000 | +66.7% | 7,500 | +66.7% | 0.00% | – |
| Q3 2020 | $450,000 | – | 4,500 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESG Planning DBA Harper Investing | 774,070 | $77,925,663 | 89.35% |
| Sound Financial Strategies Group, LLC | 639,243 | $64,352,593 | 53.19% |
| CABANA LLC | 132,903 | $13,379,410 | 50.01% |
| Stuart Chaussee & Associates, Inc. | 1,206,661 | $121,474,563 | 40.39% |
| BML Capital Management, LLC | 270,000 | $27,180,900 | 24.96% |
| Vigilare Wealth Management | 327,917 | $33,011,415 | 21.06% |
| Titan Capital Management, LLC /TX | 147,221 | $14,820,738 | 19.96% |
| RIA Advisory Group LLC | 442,514 | $44,548,292 | 19.94% |
| VitalStone Financial, LLC | 219,600 | $22,054 | 18.62% |
| Mader & Shannon Wealth Management, Inc. | 221,379 | $22,286,224 | 14.65% |