ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 46 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,692,757 | +238.2% | 980,359 | +238.0% | 0.38% | +227.8% |
| Q2 2023 | $29,183,647 | +18.0% | 290,009 | +17.9% | 0.12% | +5.5% |
| Q1 2023 | $24,734,634 | +6.5% | 245,920 | +6.1% | 0.11% | -6.8% |
| Q4 2022 | $23,214,756 | +88.2% | 231,823 | +88.5% | 0.12% | +62.5% |
| Q3 2022 | $12,333,000 | +17.4% | 123,002 | +17.3% | 0.07% | +5.9% |
| Q2 2022 | $10,501,000 | +387.5% | 104,887 | +387.1% | 0.07% | +385.7% |
| Q1 2022 | $2,154,000 | +1741.0% | 21,532 | +1740.3% | 0.01% | +1300.0% |
| Q4 2021 | $117,000 | +41.0% | 1,170 | +41.0% | 0.00% | 0.0% |
| Q3 2021 | $83,000 | – | 830 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SVB WEALTH LLC | 5,112,274 | $511,355,000 | 6.48% |
| Ironwood Wealth Management, LLC. | 110,229 | $11,026,000 | 6.36% |
| Relative Value Partners Group, LLC | 342,751 | $34,284,000 | 2.67% |
| LINCOLN CAPITAL CORP | 44,458 | $4,447,000 | 2.54% |
| WOODMONT INVESTMENT COUNSEL LLC | 50,390 | $5,040,000 | 0.79% |
| Laurel Wealth Advisors LLC | 29,624 | $2,963,000 | 0.64% |
| Klaas Financial Asset Advisors, LLC | 10,046 | $1,005,000 | 0.25% |
| First National Bank of South Miami | 2,460 | $246,000 | 0.17% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 114,706 | $11,473,000 | 0.16% |
| Eudaimonia Partners, LLC | 7,520 | $752,000 | 0.14% |