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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,916,063 | -3.7% | 38,900 | -3.7% | 0.18% | -7.3% |
| Q2 2023 | $4,065,452 | -1.9% | 40,400 | -1.9% | 0.19% | -9.5% |
| Q1 2023 | $4,143,896 | +0.4% | 41,200 | 0.0% | 0.21% | -10.2% |
| Q4 2022 | $4,125,768 | -0.1% | 41,200 | 0.0% | 0.24% | -11.3% |
| Q3 2022 | $4,131,000 | -12.8% | 41,200 | -12.9% | 0.26% | -13.4% |
| Q2 2022 | $4,736,000 | – | 47,300 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaStar Capital Management, LLC | 2,523,311 | $252,634,000 | 23.34% |
| McElhenny Sheffield Capital Management, LLC | 440,057 | $44,059,000 | 20.52% |
| Beaumont Financial Partners, LLC | 1,799,640 | $180,180,000 | 16.17% |
| Titan Capital Management, LLC /TX | 125,256 | $12,541,000 | 12.49% |
| Omnia Family Wealth, LLC | 162,519 | $16,271,000 | 11.98% |
| Clear Perspectives Financial Planning, LLC | 276,523 | $27,686,000 | 10.79% |
| Koss-Olinger Consulting, LLC | 568,941 | $56,962,000 | 10.39% |
| Accurate Wealth Management, LLC | 185,167 | $18,529,000 | 10.07% |
| BTS Asset Management, Inc. | 43,407 | $4,346,000 | 9.76% |
| Aveo Capital Partners, LLC | 551,956 | $55,262,000 | 9.06% |