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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,151,471 | +9.1% | 80,940 | +9.1% | 1.10% | +7.1% |
| Q1 2024 | $7,474,505 | +6.1% | 74,218 | +5.7% | 1.03% | -2.6% |
| Q4 2023 | $7,042,989 | +19.0% | 70,240 | +19.4% | 1.05% | +7.8% |
| Q3 2023 | $5,920,032 | +1.2% | 58,806 | +1.1% | 0.98% | +5.7% |
| Q2 2023 | $5,850,683 | -8.6% | 58,141 | -8.7% | 0.92% | -14.2% |
| Q1 2023 | $6,401,615 | – | 63,647 | – | 1.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESG Planning DBA Harper Investing | 831,435 | $83,367,973 | 88.82% |
| Sound Financial Strategies Group, LLC | 392,829 | $39,388,964 | 33.18% |
| Efficient Frontier Advisors LLC | 313,470 | $31,432 | 26.42% |
| Mader & Shannon Wealth Management, Inc. | 437,974 | $43,915,653 | 24.98% |
| BML Capital Management, LLC | 270,000 | $27,072,900 | 20.51% |
| Titan Manages, LLC | 142,891 | $14,327,681 | 19.96% |
| VitalStone Financial, LLC | 210,919 | $21,149 | 16.92% |
| Vigilare Wealth Management | 321,756 | $32,262,523 | 16.61% |
| Capricorn Fund Managers Ltd | 289,089 | $28,986,920 | 15.94% |
| 325 CAPITAL LLC | 284,137 | $28,490,417 | 14.12% |