ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $501,941 | +0.5% | 4,986 | +0.5% | 0.03% | +4.0% |
| Q2 2023 | $499,326 | -1.4% | 4,962 | -1.5% | 0.02% | -3.8% |
| Q1 2023 | $506,621 | +10.9% | 5,037 | +10.4% | 0.03% | +8.3% |
| Q4 2022 | $456,939 | +2.0% | 4,563 | +2.2% | 0.02% | -4.0% |
| Q3 2022 | $448,000 | +3.9% | 4,465 | +3.8% | 0.02% | +13.6% |
| Q2 2022 | $431,000 | +9.7% | 4,301 | +9.4% | 0.02% | +22.2% |
| Q1 2022 | $393,000 | +14.6% | 3,930 | +14.4% | 0.02% | +20.0% |
| Q4 2021 | $343,000 | +22.5% | 3,434 | +22.6% | 0.02% | +15.4% |
| Q3 2021 | $280,000 | +20.2% | 2,800 | +20.3% | 0.01% | +30.0% |
| Q2 2021 | $233,000 | – | 2,328 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vigilare Wealth Management | 321,756 | $32,262,523 | 16.61% |
| Selective Wealth Management, Inc. | 138,275 | $13,875,870 | 6.99% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 20,197 | $2,025,136 | 1.06% |
| B.O.S.S. Retirement Advisors, LLC | 35,426 | $3,566,294 | 0.81% |
| ST GERMAIN D J CO INC | 116,240 | $11,655,385 | 0.61% |
| BALDWIN BROTHERS LLC/MA | 1,350 | $135,365 | 0.01% |