ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 38 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $117,639,539 | +12.3% | 1,168,566 | +12.2% | 0.04% | +17.1% |
| Q2 2023 | $104,762,874 | +33.8% | 1,041,070 | +33.7% | 0.04% | +20.7% |
| Q1 2023 | $78,301,932 | +37.3% | 778,504 | +36.7% | 0.03% | +38.1% |
| Q4 2022 | $57,017,713 | +38.6% | 569,380 | +38.8% | 0.02% | +16.7% |
| Q3 2022 | $41,146,000 | +198.3% | 410,350 | +197.9% | 0.02% | +200.0% |
| Q2 2022 | $13,793,000 | +3322.6% | 137,765 | +3319.3% | 0.01% | – |
| Q4 2021 | $403,000 | -65.2% | 4,029 | -65.2% | 0.00% | – |
| Q2 2021 | $1,158,000 | +225.3% | 11,577 | +225.7% | 0.00% | – |
| Q1 2021 | $356,000 | -44.9% | 3,555 | -45.0% | 0.00% | – |
| Q4 2020 | $646,000 | +7975.0% | 6,458 | +7972.5% | 0.00% | – |
| Q3 2020 | $8,000 | – | 80 | – | 0.00% | – |
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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% |