ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 20 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,425 | -32.6% | 24,080 | -32.6% | 0.12% | -37.5% |
| Q1 2024 | $3,598 | -64.5% | 35,730 | -64.6% | 0.19% | -56.5% |
| Q2 2023 | $10,148 | +105.5% | 100,849 | +105.4% | 0.44% | +120.5% |
| Q1 2023 | $4,937 | -99.4% | 49,090 | +450.6% | 0.20% | +545.2% |
| Q1 2022 | $892,000 | -85.3% | 8,915 | -85.3% | 0.03% | -81.0% |
| Q4 2021 | $6,074,000 | +277.3% | 60,724 | +277.2% | 0.16% | +103.8% |
| Q2 2021 | $1,610,000 | -61.1% | 16,100 | -61.1% | 0.08% | -64.3% |
| Q1 2021 | $4,137,000 | -10.9% | 41,363 | -10.9% | 0.22% | -29.6% |
| Q4 2020 | $4,645,000 | – | 46,444 | – | 0.32% | – |
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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% |