ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 364 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
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 ↓ |
|---|---|---|---|
| ESG Planning DBA Harper Investing | 774,070 | $77,925,663 | 89.35% |
| Sound Financial Strategies Group, LLC | 639,243 | $64,352,593 | 53.19% |
| CABANA LLC | 132,903 | $13,379,410 | 50.01% |
| Stuart Chaussee & Associates, Inc. | 1,206,661 | $121,474,563 | 40.39% |
| BML Capital Management, LLC | 270,000 | $27,180,900 | 24.96% |
| Vigilare Wealth Management | 327,917 | $33,011,415 | 21.06% |
| Titan Capital Management, LLC /TX | 147,221 | $14,820,738 | 19.96% |
| RIA Advisory Group LLC | 442,514 | $44,548,292 | 19.94% |
| VitalStone Financial, LLC | 219,600 | $22,054 | 18.62% |
| Mader & Shannon Wealth Management, Inc. | 221,379 | $22,286,224 | 14.65% |