SILVER OAK SECURITIES, Inc - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 364 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
SILVER OAK SECURITIES, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$745,361
+49557.6%
7,404
-50.4%
0.16%
-32.8%
Q2 2023$1,501
+573.1%
14,913
+579.4%
0.24%
+551.4%
Q1 2023$223
+6.7%
2,195
+5.0%
0.04%
-5.1%
Q4 2022$209
-100.0%
2,091
-71.8%
0.04%
-75.9%
Q3 2022$745,3617,4040.16%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
AlphaStar Capital Management, LLC 2,523,311$252,634,00023.34%
McElhenny Sheffield Capital Management, LLC 440,057$44,059,00020.52%
Beaumont Financial Partners, LLC 1,799,640$180,180,00016.17%
Titan Capital Management, LLC /TX 125,256$12,541,00012.49%
Omnia Family Wealth, LLC 162,519$16,271,00011.98%
Clear Perspectives Financial Planning, LLC 276,523$27,686,00010.79%
Koss-Olinger Consulting, LLC 568,941$56,962,00010.39%
Accurate Wealth Management, LLC 185,167$18,529,00010.07%
BTS Asset Management, Inc. 43,407$4,346,0009.76%
Aveo Capital Partners, LLC 551,956$55,262,0009.06%
View complete list of ISHARES TR shareholders