ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 500 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,646 | +13.9% | 36,201 | +13.9% | 0.01% | 0.0% |
| Q1 2024 | $3,201 | +0.2% | 31,786 | -0.3% | 0.01% | 0.0% |
| Q4 2023 | $3,196 | +11.0% | 31,877 | +11.5% | 0.01% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |