ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 46 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,676,006 | +197.7% | 16,651 | +197.6% | 0.04% | +143.8% |
| Q2 2023 | $563,054 | -74.6% | 5,595 | -74.6% | 0.02% | -70.9% |
| Q1 2023 | $2,217,066 | -9.1% | 22,045 | -9.4% | 0.06% | -15.4% |
| Q4 2022 | $2,438,000 | +9.3% | 24,345 | +9.4% | 0.06% | +1.6% |
| Q3 2022 | $2,231,000 | +78.3% | 22,245 | +78.0% | 0.06% | +100.0% |
| Q2 2022 | $1,251,000 | +11.2% | 12,495 | +11.1% | 0.03% | +33.3% |
| Q1 2022 | $1,125,000 | +66.7% | 11,245 | +66.7% | 0.02% | +84.6% |
| Q4 2021 | $675,000 | +49.7% | 6,745 | +49.7% | 0.01% | +30.0% |
| Q3 2021 | $451,000 | – | 4,505 | – | 0.01% | – |
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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% |