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 ↓ |
---|---|---|---|
SVB WEALTH LLC | 5,112,274 | $511,355,000 | 6.48% |
Ironwood Wealth Management, LLC. | 110,229 | $11,026,000 | 6.36% |
Relative Value Partners Group, LLC | 342,751 | $34,284,000 | 2.67% |
LINCOLN CAPITAL CORP | 44,458 | $4,447,000 | 2.54% |
WOODMONT INVESTMENT COUNSEL LLC | 50,390 | $5,040,000 | 0.79% |
Laurel Wealth Advisors LLC | 29,624 | $2,963,000 | 0.64% |
Klaas Financial Asset Advisors, LLC | 10,046 | $1,005,000 | 0.25% |
First National Bank of South Miami | 2,460 | $246,000 | 0.17% |
OPPENHEIMER ASSET MANAGEMENT INC. | 114,706 | $11,473,000 | 0.16% |
Eudaimonia Partners, LLC | 7,520 | $752,000 | 0.14% |