ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.3%.
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 ↓ |
---|---|---|---|
Vigilare Wealth Management | 321,756 | $32,262,523 | 16.61% |
Selective Wealth Management, Inc. | 138,275 | $13,875,870 | 6.99% |
CHERRYDALE WEALTH MANAGEMENT, LLC | 20,197 | $2,025,136 | 1.06% |
B.O.S.S. Retirement Advisors, LLC | 35,426 | $3,566,294 | 0.81% |
ST GERMAIN D J CO INC | 116,240 | $11,655,385 | 0.61% |
BALDWIN BROTHERS LLC/MA | 1,350 | $135,365 | 0.01% |