ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 495 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,213,874 | +24.9% | 111,392 | +24.8% | 1.19% | +27.5% |
| Q2 2023 | $8,981,429 | +1.4% | 89,252 | +1.4% | 0.93% | -1.2% |
| Q1 2023 | $8,856,974 | +14.2% | 88,059 | +13.7% | 0.94% | +7.3% |
| Q4 2022 | $7,755,943 | -6.9% | 77,451 | -6.8% | 0.88% | -15.7% |
| Q3 2022 | $8,330,000 | +14.9% | 83,078 | +14.7% | 1.04% | +16.3% |
| Q2 2022 | $7,251,000 | +54.2% | 72,427 | +54.1% | 0.90% | +64.8% |
| Q1 2022 | $4,703,000 | -2.3% | 47,007 | -2.4% | 0.54% | -11.7% |
| Q4 2021 | $4,815,000 | -4.8% | 48,142 | -4.8% | 0.62% | -16.4% |
| Q3 2021 | $5,059,000 | +0.4% | 50,582 | +0.4% | 0.74% | -7.1% |
| Q2 2021 | $5,040,000 | -1.5% | 50,390 | -1.5% | 0.79% | -9.1% |
| Q1 2021 | $5,116,000 | -11.1% | 51,152 | -11.1% | 0.87% | -18.8% |
| Q4 2020 | $5,752,000 | -2.5% | 57,515 | -2.5% | 1.07% | -15.2% |
| Q3 2020 | $5,900,000 | – | 58,990 | – | 1.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESG Planning DBA Harper Investing | 774,070 | $77,925,663 | 89.35% |
| Sound Financial Strategies Group, LLC | 639,243 | $64,352,593 | 53.19% |
| CABANA LLC | 132,903 | $13,379,410 | 50.01% |
| Stuart Chaussee & Associates, Inc. | 1,206,661 | $121,474,563 | 40.39% |
| BML Capital Management, LLC | 270,000 | $27,180,900 | 24.96% |
| Vigilare Wealth Management | 327,917 | $33,011,415 | 21.06% |
| Titan Capital Management, LLC /TX | 147,221 | $14,820,738 | 19.96% |
| RIA Advisory Group LLC | 442,514 | $44,548,292 | 19.94% |
| VitalStone Financial, LLC | 219,600 | $22,054 | 18.62% |
| Mader & Shannon Wealth Management, Inc. | 221,379 | $22,286,224 | 14.65% |