ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,859,073 | -4.2% | 18,467 | -4.2% | 0.03% | -3.6% |
| Q2 2023 | $1,940,046 | +16.5% | 19,279 | +16.4% | 0.03% | +3.7% |
| Q1 2023 | $1,665,202 | +85.1% | 16,556 | +84.3% | 0.03% | +68.8% |
| Q4 2022 | $899,658 | +1.3% | 8,984 | +1.5% | 0.02% | -5.9% |
| Q3 2022 | $888,000 | +128.3% | 8,852 | +127.9% | 0.02% | +183.3% |
| Q1 2022 | $389,000 | – | 3,885 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vigilare Wealth Management | 321,756 | $32,262,523 | 16.61% |
| Selective Wealth Management, Inc. | 138,275 | $13,875,870 | 6.99% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 20,197 | $2,025,136 | 1.06% |
| B.O.S.S. Retirement Advisors, LLC | 35,426 | $3,566,294 | 0.81% |
| ST GERMAIN D J CO INC | 116,240 | $11,655,385 | 0.61% |
| BALDWIN BROTHERS LLC/MA | 1,350 | $135,365 | 0.01% |