ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,308,866 | -94.1% | 22,935 | -94.1% | 0.00% | -100.0% |
| Q2 2023 | $39,335,462 | +2.2% | 390,892 | +2.2% | 0.01% | 0.0% |
| Q1 2023 | $38,479,394 | +364.7% | 382,575 | +362.6% | 0.01% | +300.0% |
| Q4 2022 | $8,280,977 | -71.5% | 82,694 | -71.4% | 0.00% | -71.4% |
| Q3 2022 | $29,013,000 | +383.0% | 289,344 | +382.3% | 0.01% | +250.0% |
| Q2 2022 | $6,007,000 | -45.7% | 59,996 | -45.8% | 0.00% | 0.0% |
| Q1 2022 | $11,065,000 | +217.0% | 110,596 | +216.9% | 0.00% | +100.0% |
| Q4 2021 | $3,490,000 | +93.1% | 34,894 | +93.2% | 0.00% | – |
| Q3 2021 | $1,807,000 | +295.4% | 18,063 | +295.5% | 0.00% | – |
| Q2 2021 | $457,000 | -93.6% | 4,567 | -93.6% | 0.00% | -100.0% |
| Q1 2021 | $7,109,000 | +39.3% | 71,075 | +39.3% | 0.00% | +100.0% |
| Q4 2020 | $5,104,000 | +36.3% | 51,028 | +36.3% | 0.00% | 0.0% |
| Q3 2020 | $3,745,000 | +143.8% | 37,447 | +143.9% | 0.00% | 0.0% |
| Q2 2020 | $1,536,000 | – | 15,353 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 432,718 | $43,283,000 | 18.88% |
| Choate Investment Advisors | 669,270 | $66,944,000 | 3.91% |
| Trek Financial, LLC | 194,759 | $19,481,000 | 1.82% |
| Relative Value Partners Group, LLC | 231,448 | $23,151,000 | 1.64% |
| ACT Advisors, LLC. | 19,997 | $2,000,000 | 1.47% |
| Laurel Wealth Advisors LLC | 48,657 | $4,867,000 | 1.00% |
| LINCOLN CAPITAL CORP | 14,378 | $1,438,000 | 0.69% |
| WOODMONT INVESTMENT COUNSEL LLC | 48,142 | $4,815,000 | 0.62% |
| Quadrant Private Wealth Management, LLC | 10,382 | $1,038,000 | 0.39% |
| CERTUITY, LLC | 17,066 | $1,707,000 | 0.37% |