ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 46 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,916,901 | -0.4% | 38,908 | -0.4% | 0.08% | +1.2% |
| Q2 2023 | $3,931,462 | +6.1% | 39,068 | +6.0% | 0.08% | 0.0% |
| Q1 2023 | $3,706,273 | -19.3% | 36,849 | -19.7% | 0.08% | -24.5% |
| Q4 2022 | $4,593,045 | +7.4% | 45,866 | +7.5% | 0.11% | +23.3% |
| Q3 2022 | $4,278,000 | +53.8% | 42,664 | +53.6% | 0.09% | +59.3% |
| Q2 2022 | $2,782,000 | +36.9% | 27,784 | +36.8% | 0.05% | +50.0% |
| Q1 2022 | $2,032,000 | +551.3% | 20,311 | +550.4% | 0.04% | +620.0% |
| Q4 2021 | $312,000 | +16.9% | 3,123 | +17.1% | 0.01% | 0.0% |
| Q3 2021 | $267,000 | – | 2,668 | – | 0.01% | – |
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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% |