ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 399 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 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 ↓ |
|---|---|---|---|
| AlphaStar Capital Management, LLC | 2,523,311 | $252,634,000 | 23.34% |
| McElhenny Sheffield Capital Management, LLC | 440,057 | $44,059,000 | 20.52% |
| Beaumont Financial Partners, LLC | 1,799,640 | $180,180,000 | 16.17% |
| Titan Capital Management, LLC /TX | 125,256 | $12,541,000 | 12.49% |
| Omnia Family Wealth, LLC | 162,519 | $16,271,000 | 11.98% |
| Clear Perspectives Financial Planning, LLC | 276,523 | $27,686,000 | 10.79% |
| Koss-Olinger Consulting, LLC | 568,941 | $56,962,000 | 10.39% |
| Accurate Wealth Management, LLC | 185,167 | $18,529,000 | 10.07% |
| BTS Asset Management, Inc. | 43,407 | $4,346,000 | 9.76% |
| Aveo Capital Partners, LLC | 551,956 | $55,262,000 | 9.06% |