ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 203 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,917,220 | -2.3% | 68,685 | -2.3% | 0.12% | -4.9% |
| Q1 2024 | $7,077,167 | -18.2% | 70,273 | -18.6% | 0.12% | -24.1% |
| Q4 2023 | $8,656,014 | +121.0% | 86,327 | +121.9% | 0.16% | +100.0% |
| 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 ↓ |
|---|---|---|---|
| AlphaStar Capital Management, LLC | 2,523,311 | $252,634,000 | 23.34% |
| McElhenny Sheffield Capital Management, LLC | 440,057 | $44,059,000 | 20.52% |
| Beaumont Financial Partners, LLC | 1,799,640 | $180,180,000 | 16.17% |
| Titan Manages, LLC | 125,256 | $12,541,000 | 12.49% |
| Omnia Family Wealth, LLC | 162,519 | $16,271,000 | 11.98% |
| Clear Perspectives Financial Planning, LLC | 276,523 | $27,686,000 | 10.79% |
| Koss-Olinger Consulting, LLC | 568,941 | $56,962,000 | 10.39% |
| Accurate Wealth Management, LLC | 185,167 | $18,529,000 | 10.07% |
| BTS Asset Management, Inc. | 43,407 | $4,346,000 | 9.76% |
| Aveo Capital Partners, LLC | 551,956 | $55,262,000 | 9.06% |