ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 399 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,878 | -6.6% | 28,586 | -6.6% | 0.01% | -10.0% |
| Q2 2023 | $3,081 | +325.0% | 30,622 | +325.0% | 0.01% | +400.0% |
| Q1 2023 | $725 | +97.5% | 7,206 | +96.8% | 0.00% | +100.0% |
| Q4 2022 | $367 | -99.9% | 3,661 | +36.8% | 0.00% | 0.0% |
| Q3 2022 | $268,000 | 0.0% | 2,676 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $268,000 | -5.3% | 2,676 | -5.5% | 0.00% | 0.0% |
| Q1 2022 | $283,000 | – | 2,833 | – | 0.00% | – |
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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% |