ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 576 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $564,821 | +12.5% | 5,633 | +13.0% | 0.03% | +3.8% |
| 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 ↓ |
|---|---|---|---|
| ESG Planning DBA Harper Investing | 786,652 | $79,160,788 | 91.35% |
| Stuart Chaussee & Associates, Inc. | 1,237,940 | $124,573,902 | 39.21% |
| Worth Asset Management, LLC | 366,940 | $36,925,172 | 28.18% |
| Buck Wealth Strategies, LLC | 581,741 | $55,339,551 | 24.00% |
| RIA Advisory Group LLC | 455,591 | $45,815,051 | 19.71% |
| BML Capital Management, LLC | 180,000 | $18,113,400 | 16.29% |
| Almanack Investment Partners, LLC. | 907,488 | $91,320,553 | 16.04% |
| Titan Manages, LLC | 132,601 | $13,343,639 | 14.53% |
| STABLEFORD CAPITAL II LLC | 307,096 | $30,820,155 | 13.65% |
| Capricorn Fund Managers Ltd | 369,061 | $37,138,627 | 13.33% |