ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 364 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SVB WEALTH LLC | 5,112,274 | $511,355,000 | 6.48% |
Ironwood Wealth Management, LLC. | 110,229 | $11,026,000 | 6.36% |
Relative Value Partners Group, LLC | 342,751 | $34,284,000 | 2.67% |
LINCOLN CAPITAL CORP | 44,458 | $4,447,000 | 2.54% |
WOODMONT INVESTMENT COUNSEL LLC | 50,390 | $5,040,000 | 0.79% |
Laurel Wealth Advisors LLC | 29,624 | $2,963,000 | 0.64% |
Klaas Financial Asset Advisors, LLC | 10,046 | $1,005,000 | 0.25% |
First National Bank of South Miami | 2,460 | $246,000 | 0.17% |
OPPENHEIMER ASSET MANAGEMENT INC. | 114,706 | $11,473,000 | 0.16% |
Eudaimonia Partners, LLC | 7,520 | $752,000 | 0.14% |