ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 153 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,432 | +527.8% | 749,298 | +527.6% | 3.75% | +554.6% |
| Q2 2023 | $12,015 | +35.2% | 119,400 | +35.1% | 0.57% | +28.8% |
| Q1 2023 | $8,890 | +80.8% | 88,385 | +80.0% | 0.44% | +64.8% |
| Q4 2022 | $4,918 | -99.9% | 49,109 | -5.0% | 0.27% | -7.2% |
| Q3 2022 | $5,184,000 | +16.2% | 51,705 | +16.0% | 0.29% | +19.8% |
| Q2 2022 | $4,462,000 | +1.4% | 44,563 | +1.3% | 0.24% | +20.9% |
| Q1 2022 | $4,400,000 | – | 43,981 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 432,718 | $43,283,000 | 18.88% |
| Choate Investment Advisors | 669,270 | $66,944,000 | 3.91% |
| Trek Financial, LLC | 194,759 | $19,481,000 | 1.82% |
| Relative Value Partners Group, LLC | 231,448 | $23,151,000 | 1.64% |
| ACT Advisors, LLC. | 19,997 | $2,000,000 | 1.47% |
| Laurel Wealth Advisors LLC | 48,657 | $4,867,000 | 1.00% |
| LINCOLN CAPITAL CORP | 14,378 | $1,438,000 | 0.69% |
| WOODMONT INVESTMENT COUNSEL LLC | 48,142 | $4,815,000 | 0.62% |
| Quadrant Private Wealth Management, LLC | 10,382 | $1,038,000 | 0.39% |
| CERTUITY, LLC | 17,066 | $1,707,000 | 0.37% |