ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $125,518,224 | +11.2% | 1,246,333 | +11.2% | 0.40% | -2.7% |
| Q1 2024 | $112,839,709 | -5.6% | 1,120,442 | -6.0% | 0.42% | +0.7% |
| Q4 2023 | $119,524,336 | +21.1% | 1,192,025 | +21.6% | 0.41% | +9.3% |
| 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 ↓ |
|---|---|---|---|
| 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% |