ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 495 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,820,738 | +11.1% | 147,221 | +11.0% | 19.96% | +37.4% |
| Q2 2023 | $13,343,639 | -3.9% | 132,601 | -3.9% | 14.53% | -2.5% |
| Q1 2023 | $13,881,649 | +2.4% | 138,016 | +1.9% | 14.89% | +1.4% |
| Q4 2022 | $13,556,953 | -4.6% | 135,380 | -4.5% | 14.68% | +0.1% |
| Q3 2022 | $14,216,000 | +13.4% | 141,773 | +13.2% | 14.66% | +17.4% |
| Q2 2022 | $12,541,000 | – | 125,256 | – | 12.49% | – |
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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% |