ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 154 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,249,850 | +7.0% | 280,507 | +7.0% | 0.06% | 0.0% |
| Q1 2024 | $26,401,885 | +5.4% | 262,158 | +4.9% | 0.06% | -6.8% |
| Q4 2023 | $25,057,307 | +43.2% | 249,898 | +43.8% | 0.06% | +25.5% |
| Q3 2023 | $17,499,600 | +46.5% | 173,827 | +46.4% | 0.05% | +46.9% |
| Q2 2023 | $11,948,809 | +42731.9% | 118,740 | -57.2% | 0.03% | -60.5% |
| Q1 2023 | $27,897 | +348.3% | 277,360 | +346.4% | 0.08% | +305.0% |
| Q4 2022 | $6,223 | -99.9% | 62,138 | -6.0% | 0.02% | -23.1% |
| Q3 2022 | $6,629,000 | -31.1% | 66,109 | -31.3% | 0.03% | -35.0% |
| Q2 2022 | $9,628,000 | +23.2% | 96,160 | +23.1% | 0.04% | +37.9% |
| Q1 2022 | $7,812,000 | – | 78,084 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESG Planning DBA Harper Investing | 786,652 | $79,160,788 | 91.35% |
| Stuart Chaussee & Associates, Inc. | 1,237,940 | $124,573,902 | 39.21% |
| Worth Asset Management, LLC | 366,940 | $36,925,172 | 28.18% |
| Buck Wealth Strategies, LLC | 581,741 | $55,339,551 | 24.00% |
| RIA Advisory Group LLC | 455,591 | $45,815,051 | 19.71% |
| BML Capital Management, LLC | 180,000 | $18,113,400 | 16.29% |
| Almanack Investment Partners, LLC. | 907,488 | $91,320,553 | 16.04% |
| Titan Manages, LLC | 132,601 | $13,343,639 | 14.53% |
| STABLEFORD CAPITAL II LLC | 307,096 | $30,820,155 | 13.65% |
| Capricorn Fund Managers Ltd | 369,061 | $37,138,627 | 13.33% |