ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 402 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,771,724 | -0.2% | 226,112 | -0.2% | 0.78% | -13.2% |
| Q1 2024 | $22,808,618 | +4.9% | 226,478 | +4.5% | 0.89% | -6.5% |
| Q4 2023 | $21,740,870 | +62.4% | 216,823 | +63.1% | 0.96% | +42.5% |
| Q3 2023 | $13,385,385 | +11406.6% | 132,963 | +11402.0% | 0.67% | +11066.7% |
| Q2 2023 | $116,328 | +19255.7% | 1,156 | +19166.7% | 0.01% | – |
| Q4 2022 | $601 | – | 6 | – | 0.00% | – |
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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% |