ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 153 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,061,722 | +0.0% | 20,480 | 0.0% | 0.08% | -5.8% |
| Q2 2023 | $2,060,903 | -23.9% | 20,480 | -23.9% | 0.09% | -34.4% |
| Q1 2023 | $2,706,809 | -63.3% | 26,912 | -63.4% | 0.13% | -70.6% |
| Q4 2022 | $7,372,006 | -96.0% | 73,617 | -96.0% | 0.44% | -96.4% |
| Q3 2022 | $186,414,000 | +35.7% | 1,859,120 | +35.5% | 12.28% | +47.1% |
| Q2 2022 | $137,416,000 | +85.8% | 1,372,513 | +85.7% | 8.34% | +112.4% |
| Q1 2022 | $73,948,000 | +10.5% | 739,107 | +10.4% | 3.93% | +0.5% |
| Q4 2021 | $66,944,000 | +26.6% | 669,270 | +26.6% | 3.91% | +15.8% |
| Q3 2021 | $52,898,000 | – | 528,852 | – | 3.38% | – |
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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% |