ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 402 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $65,059 | -70.8% | 646 | -70.9% | 0.02% | -78.4% |
| Q4 2023 | $222,499 | -1.3% | 2,219 | -0.9% | 0.09% | -11.1% |
| Q3 2023 | $225,501 | +8.3% | 2,240 | +8.3% | 0.10% | +19.3% |
| Q2 2023 | $208,203 | -53.2% | 2,069 | -53.2% | 0.08% | -54.1% |
| Q1 2023 | $444,765 | -56.0% | 4,422 | -56.2% | 0.18% | -56.6% |
| Q4 2022 | $1,010,813 | +163.2% | 10,094 | +163.5% | 0.42% | +138.3% |
| Q3 2022 | $384,000 | -1.3% | 3,831 | -1.4% | 0.18% | +5.4% |
| Q2 2022 | $389,000 | – | 3,884 | – | 0.17% | – |
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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% |