Baltimore-Washington Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 580 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Baltimore-Washington Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$3,944,911
+45.1%
39,171
+44.4%
0.24%
+30.3%
Q4 2023$2,719,623
+22.4%
27,123
+22.9%
0.19%
+4.4%
Q3 2023$2,221,485
+22.8%
22,067
+22.8%
0.18%
+25.0%
Q2 2023$1,809,02617,9770.14%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
ESG Planning DBA Harper Investing 831,435$83,367,97388.82%
Sound Financial Strategies Group, LLC 392,829$39,388,96433.18%
Efficient Frontier Advisors LLC 313,470$31,43226.42%
Mader & Shannon Wealth Management, Inc. 437,974$43,915,65324.98%
BML Capital Management, LLC 270,000$27,072,90020.51%
Titan Manages, LLC 142,891$14,327,68119.96%
VitalStone Financial, LLC 210,919$21,14916.92%
Vigilare Wealth Management 321,756$32,262,52316.61%
Capricorn Fund Managers Ltd 289,089$28,986,92015.94%
325 CAPITAL LLC 284,137$28,490,41714.12%
View complete list of ISHARES TR shareholders