MATHER GROUP, LLC. - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 399 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
MATHER GROUP, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$271,608
-96.9%
2,698
-96.9%
0.01%
-96.4%
Q2 2023$8,651,876
+703.5%
85,977
+703.1%
0.14%
+626.3%
Q1 2023$1,076,709
-1.2%
10,705
-1.6%
0.02%
-9.5%
Q4 2022$1,089,723
+38.1%
10,882
+38.3%
0.02%
+23.5%
Q3 2022$789,0007,8700.02%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
AlphaStar Capital Management, LLC 2,523,311$252,634,00023.34%
McElhenny Sheffield Capital Management, LLC 440,057$44,059,00020.52%
Beaumont Financial Partners, LLC 1,799,640$180,180,00016.17%
Titan Capital Management, LLC /TX 125,256$12,541,00012.49%
Omnia Family Wealth, LLC 162,519$16,271,00011.98%
Clear Perspectives Financial Planning, LLC 276,523$27,686,00010.79%
Koss-Olinger Consulting, LLC 568,941$56,962,00010.39%
Accurate Wealth Management, LLC 185,167$18,529,00010.07%
BTS Asset Management, Inc. 43,407$4,346,0009.76%
Aveo Capital Partners, LLC 551,956$55,262,0009.06%
View complete list of ISHARES TR shareholders