ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $66,164,559 | +46.3% | 657,242 | +46.2% | 8.28% | +62.1% |
| Q2 2023 | $45,236,017 | -55.1% | 449,528 | -55.1% | 5.10% | -40.4% |
| Q1 2023 | $100,756,515 | -58.0% | 1,001,755 | -58.2% | 8.56% | -65.3% |
| Q4 2022 | $239,903,726 | -13.8% | 2,395,683 | -13.6% | 24.67% | -17.4% |
| Q3 2022 | $278,187,000 | +10.1% | 2,774,377 | +9.9% | 29.87% | +28.0% |
| Q2 2022 | $252,634,000 | +127.5% | 2,523,311 | +127.3% | 23.34% | +160.4% |
| Q1 2022 | $111,059,000 | – | 1,110,038 | – | 8.96% | – |
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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% |