ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 202 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,861,688 | -9.0% | 197,295 | -9.0% | 0.13% | +9.2% |
| Q2 2023 | $21,827,050 | -31.4% | 216,904 | -31.4% | 0.12% | -33.1% |
| Q1 2023 | $31,823,210 | +219.8% | 316,397 | +218.4% | 0.18% | +217.9% |
| Q4 2022 | $9,951,413 | +137.3% | 99,375 | +137.6% | 0.06% | +124.0% |
| Q3 2022 | $4,193,000 | – | 41,816 | – | 0.02% | – |
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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% |