ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 20 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $146,945,235 | +168.4% | 1,459,673 | +168.3% | 0.07% | +179.2% |
| Q2 2023 | $54,751,398 | -15.2% | 544,086 | -15.2% | 0.02% | -22.6% |
| Q1 2023 | $64,550,518 | +244.6% | 641,783 | +243.1% | 0.03% | +210.0% |
| Q4 2022 | $18,733,679 | +111.8% | 187,075 | +112.0% | 0.01% | +100.0% |
| Q3 2022 | $8,847,000 | -88.9% | 88,233 | -89.0% | 0.01% | -88.9% |
| Q2 2022 | $80,008,000 | +132.1% | 799,119 | +132.0% | 0.04% | +164.7% |
| Q1 2022 | $34,464,000 | +5235.0% | 344,465 | +5235.6% | 0.02% | – |
| Q4 2021 | $646,000 | 0.0% | 6,456 | 0.0% | 0.00% | – |
| Q3 2021 | $646,000 | -7.8% | 6,456 | -7.9% | 0.00% | – |
| Q2 2021 | $701,000 | +16.8% | 7,006 | +16.8% | 0.00% | – |
| Q1 2021 | $600,000 | -0.3% | 6,000 | -0.3% | 0.00% | – |
| Q4 2020 | $602,000 | – | 6,018 | – | 0.00% | – |
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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% |