ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,338,508 | +0.1% | 13,296 | +0.0% | 0.07% | 0.0% |
| Q2 2023 | $1,337,574 | +0.2% | 13,292 | +0.1% | 0.07% | -18.8% |
| Q1 2023 | $1,335,099 | -23.5% | 13,274 | -23.8% | 0.08% | -30.9% |
| Q4 2022 | $1,744,339 | +145.0% | 17,419 | +145.2% | 0.12% | +127.8% |
| Q3 2022 | $712,000 | -3.9% | 7,103 | -4.0% | 0.05% | -3.6% |
| Q2 2022 | $741,000 | – | 7,401 | – | 0.06% | – |
Download | ||||||
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% |