ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 153 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,627,910 | -23.2% | 16,171 | -23.3% | 0.08% | -20.6% |
| Q2 2023 | $2,120,825 | -49.4% | 21,075 | -49.4% | 0.10% | -51.0% |
| Q1 2023 | $4,192,118 | -34.1% | 41,679 | -34.4% | 0.20% | -36.1% |
| Q4 2022 | $6,364,168 | +1.2% | 63,553 | +1.3% | 0.31% | -10.1% |
| Q3 2022 | $6,290,000 | +112.1% | 62,733 | +111.9% | 0.34% | +125.5% |
| Q2 2022 | $2,965,000 | – | 29,611 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 432,718 | $43,283,000 | 18.88% |
| Choate Investment Advisors | 669,270 | $66,944,000 | 3.91% |
| Trek Financial, LLC | 194,759 | $19,481,000 | 1.82% |
| Relative Value Partners Group, LLC | 231,448 | $23,151,000 | 1.64% |
| ACT Advisors, LLC. | 19,997 | $2,000,000 | 1.47% |
| Laurel Wealth Advisors LLC | 48,657 | $4,867,000 | 1.00% |
| LINCOLN CAPITAL CORP | 14,378 | $1,438,000 | 0.69% |
| WOODMONT INVESTMENT COUNSEL LLC | 48,142 | $4,815,000 | 0.62% |
| Quadrant Private Wealth Management, LLC | 10,382 | $1,038,000 | 0.39% |
| CERTUITY, LLC | 17,066 | $1,707,000 | 0.37% |