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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $662,672 | +0.1% | 6,580 | +0.1% | 0.03% | -12.5% |
Q1 2024 | $662,269 | +0.4% | 6,576 | 0.0% | 0.03% | -22.0% |
Q4 2023 | $659,376 | -0.4% | 6,576 | 0.0% | 0.04% | -12.8% |
Q3 2023 | $662,006 | +0.0% | 6,576 | 0.0% | 0.05% | +9.3% |
Q2 2023 | $661,743 | -15.9% | 6,576 | -16.0% | 0.04% | 0.0% |
Q1 2023 | $787,039 | +0.4% | 7,825 | 0.0% | 0.04% | -15.7% |
Q4 2022 | $783,596 | +80.1% | 7,825 | +80.2% | 0.05% | +64.5% |
Q3 2022 | $435,000 | – | 4,342 | – | 0.03% | – |
Download |
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% |