ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 272 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,951 | -27.5% | 128,664 | -27.5% | 0.68% | -28.4% |
| Q1 2024 | $17,874 | -27.1% | 177,556 | -27.4% | 0.95% | -31.2% |
| Q4 2023 | $24,534 | -3.3% | 244,670 | -3.0% | 1.38% | -11.7% |
| Q3 2023 | $25,378 | +244.0% | 252,203 | +243.8% | 1.56% | +250.3% |
| Q2 2023 | $7,377 | +16.8% | 73,354 | +16.8% | 0.44% | +9.9% |
| Q1 2023 | $6,315 | +36.7% | 62,803 | +36.0% | 0.40% | +30.2% |
| Q4 2022 | $4,621 | – | 46,164 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESG Planning DBA Harper Investing | 786,652 | $79,160,788 | 91.35% |
| Stuart Chaussee & Associates, Inc. | 1,237,940 | $124,573,902 | 39.21% |
| Worth Asset Management, LLC | 366,940 | $36,925,172 | 28.18% |
| Buck Wealth Strategies, LLC | 581,741 | $55,339,551 | 24.00% |
| RIA Advisory Group LLC | 455,591 | $45,815,051 | 19.71% |
| BML Capital Management, LLC | 180,000 | $18,113,400 | 16.29% |
| Almanack Investment Partners, LLC. | 907,488 | $91,320,553 | 16.04% |
| Titan Manages, LLC | 132,601 | $13,343,639 | 14.53% |
| STABLEFORD CAPITAL II LLC | 307,096 | $30,820,155 | 13.65% |
| Capricorn Fund Managers Ltd | 369,061 | $37,138,627 | 13.33% |