SHEPHERD KAPLAN KROCHUK, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 271 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.

Quarter-by-quarter ownership
SHEPHERD KAPLAN KROCHUK, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$501,665
+0.6%
4,983
+0.5%
0.44%
+10.7%
Q2 2023$498,697
-50.9%
4,956
-50.9%
0.39%
-56.0%
Q1 2023$1,015,229
+9.4%
10,094
+8.9%
0.90%
+62.4%
Q4 2022$928,3989,2710.55%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
ESG Planning DBA Harper Investing 774,070$77,925,66389.35%
Sound Financial Strategies Group, LLC 639,243$64,352,59353.19%
CABANA LLC 132,903$13,379,41050.01%
Stuart Chaussee & Associates, Inc. 1,206,661$121,474,56340.39%
BML Capital Management, LLC 270,000$27,180,90024.96%
Vigilare Wealth Management 327,917$33,011,41521.06%
Titan Capital Management, LLC /TX 147,221$14,820,73819.96%
RIA Advisory Group LLC 442,514$44,548,29219.94%
VitalStone Financial, LLC 219,600$22,05418.62%
Mader & Shannon Wealth Management, Inc. 221,379$22,286,22414.65%
View complete list of ISHARES TR shareholders