ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 364 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $228,833 | -46.7% | 2,274 | -46.7% | 0.04% | -50.7% |
| Q1 2023 | $428,974 | -19.5% | 4,265 | -19.8% | 0.08% | -23.5% |
| Q4 2022 | $532,745 | -27.4% | 5,320 | -27.3% | 0.10% | -37.2% |
| Q3 2022 | $734,000 | -31.6% | 7,321 | -31.7% | 0.16% | -29.4% |
| Q2 2022 | $1,073,000 | -11.8% | 10,720 | -11.8% | 0.22% | -0.5% |
| Q1 2022 | $1,216,000 | 0.0% | 12,150 | -0.1% | 0.22% | -0.4% |
| Q4 2021 | $1,216,000 | – | 12,160 | – | 0.22% | – |
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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% |