Provident Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 399 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Provident Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$655,662
-32.1%
6,513
-32.1%
0.07%
-29.4%
Q2 2023$965,444
+53.3%
9,594
+53.3%
0.10%
+50.0%
Q1 2023$629,631
+80.9%
6,260
+80.1%
0.07%
+65.9%
Q4 2022$348,087
-15.3%
3,476
-15.2%
0.04%
-22.6%
Q3 2022$411,0004,1000.05%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
SVB WEALTH LLC 5,112,274$511,355,0006.48%
Ironwood Wealth Management, LLC. 110,229$11,026,0006.36%
Relative Value Partners Group, LLC 342,751$34,284,0002.67%
LINCOLN CAPITAL CORP 44,458$4,447,0002.54%
WOODMONT INVESTMENT COUNSEL LLC 50,390$5,040,0000.79%
Laurel Wealth Advisors LLC 29,624$2,963,0000.64%
Klaas Financial Asset Advisors, LLC 10,046$1,005,0000.25%
First National Bank of South Miami 2,460$246,0000.17%
OPPENHEIMER ASSET MANAGEMENT INC. 114,706$11,473,0000.16%
Eudaimonia Partners, LLC 7,520$752,0000.14%
View complete list of ISHARES TR shareholders