PECAUT & CO. - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 271 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.

Quarter-by-quarter ownership
PECAUT & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$26,308,037
+18.5%
261,329
+18.4%
11.01%
+17.6%
Q2 2023$22,209,019
+41.6%
220,700
+41.6%
9.37%
+31.1%
Q1 2023$15,681,730
+75.2%
155,913
+74.4%
7.14%
+68.1%
Q4 2022$8,952,015
+17.0%
89,395
+17.1%
4.25%
+4.8%
Q3 2022$7,652,00076,3124.06%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
SVB WEALTH LLC 5,112,274$511,355,0006.48%
Ironwood Wealth Management, LLC. 110,229$11,026,0006.36%
Relative Value Partners Group, LLC 342,751$34,284,0002.67%
LINCOLN CAPITAL CORP 44,458$4,447,0002.54%
WOODMONT INVESTMENT COUNSEL LLC 50,390$5,040,0000.79%
Laurel Wealth Advisors LLC 29,624$2,963,0000.64%
Klaas Financial Asset Advisors, LLC 10,046$1,005,0000.25%
First National Bank of South Miami 2,460$246,0000.17%
OPPENHEIMER ASSET MANAGEMENT INC. 114,706$11,473,0000.16%
Eudaimonia Partners, LLC 7,520$752,0000.14%
View complete list of ISHARES TR shareholders