ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 495 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $29,197,420 | -5.5% | 290,031 | -5.6% | 0.00% | 0.0% |
Q2 2023 | $30,903,272 | -55.2% | 307,098 | -55.3% | 0.00% | -50.0% |
Q1 2023 | $69,023,629 | +240.7% | 686,256 | +239.2% | 0.00% | +100.0% |
Q4 2022 | $20,259,023 | +62.1% | 202,307 | +62.3% | 0.00% | – |
Q3 2022 | $12,501,000 | +150.0% | 124,675 | +149.4% | 0.00% | – |
Q2 2020 | $5,001,000 | – | 50,000 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ESG Planning DBA Harper Investing | 774,070 | $77,925,663 | 89.35% |
Sound Financial Strategies Group, LLC | 639,243 | $64,352,593 | 53.19% |
CABANA LLC | 132,903 | $13,379,410 | 50.01% |
Stuart Chaussee & Associates, Inc. | 1,206,661 | $121,474,563 | 40.39% |
BML Capital Management, LLC | 270,000 | $27,180,900 | 24.96% |
Vigilare Wealth Management | 327,917 | $33,011,415 | 21.06% |
Titan Capital Management, LLC /TX | 147,221 | $14,820,738 | 19.96% |
RIA Advisory Group LLC | 442,514 | $44,548,292 | 19.94% |
VitalStone Financial, LLC | 219,600 | $22,054 | 18.62% |
Mader & Shannon Wealth Management, Inc. | 221,379 | $22,286,224 | 14.65% |