Evensky & Katz LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 576 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$80
-99.7%
795
-99.7%
0.01%
-99.7%
Q4 2023$27,133
+48351.8%
270,595
+48743.9%
2.04%
+40720.0%
Q3 2023$565540.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
ESG Planning DBA Harper Investing 786,652$79,160,78891.35%
Stuart Chaussee & Associates, Inc. 1,237,940$124,573,90239.21%
Worth Asset Management, LLC 366,940$36,925,17228.18%
Buck Wealth Strategies, LLC 581,741$55,339,55124.00%
RIA Advisory Group LLC 455,591$45,815,05119.71%
BML Capital Management, LLC 180,000$18,113,40016.29%
Almanack Investment Partners, LLC. 907,488$91,320,55316.04%
Titan Manages, LLC 132,601$13,343,63914.53%
STABLEFORD CAPITAL II LLC 307,096$30,820,15513.65%
Capricorn Fund Managers Ltd 369,061$37,138,62713.33%
View complete list of ISHARES TR shareholders