ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 402 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,855,000 | +0.4% | 87,922 | +0.4% | 0.42% | +1.7% |
| Q1 2024 | $8,818,000 | -33.0% | 87,558 | -33.3% | 0.42% | -41.7% |
| Q4 2023 | $13,167,000 | +122.9% | 131,316 | +123.9% | 0.71% | +92.2% |
| Q3 2023 | $5,906,000 | -18.7% | 58,662 | -18.7% | 0.37% | -8.4% |
| Q2 2023 | $7,262,000 | – | 72,165 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESG Planning DBA Harper Investing | 786,652 | $79,160,788 | 91.35% |
| Stuart Chaussee & Associates, Inc. | 1,237,940 | $124,573,902 | 39.21% |
| Worth Asset Management, LLC | 366,940 | $36,925,172 | 28.18% |
| Buck Wealth Strategies, LLC | 581,741 | $55,339,551 | 24.00% |
| RIA Advisory Group LLC | 455,591 | $45,815,051 | 19.71% |
| BML Capital Management, LLC | 180,000 | $18,113,400 | 16.29% |
| Almanack Investment Partners, LLC. | 907,488 | $91,320,553 | 16.04% |
| Titan Manages, LLC | 132,601 | $13,343,639 | 14.53% |
| STABLEFORD CAPITAL II LLC | 307,096 | $30,820,155 | 13.65% |
| Capricorn Fund Managers Ltd | 369,061 | $37,138,627 | 13.33% |