Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 620 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,687
-99.9%
26,684
-6.2%
0.22%
-16.6%
Q1 2024$2,864,998
+189.4%
28,448
+188.1%
0.26%
+253.3%
Q4 2023$989,934
+282738.3%
9,873
+183.9%
0.08%
+167.9%
Q1 2023$3503,4780.03%
Other shareholders
ISHARES TR shareholders Q2 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