ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 271 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,962,332 | +7.3% | 69,160 | +7.3% | 0.47% | +11.7% |
| Q2 2023 | $6,488,040 | -48.5% | 64,474 | -48.5% | 0.42% | -2.6% |
| Q1 2023 | $12,595,586 | +252.0% | 125,230 | +250.4% | 0.43% | +70.6% |
| Q4 2022 | $3,578,457 | -62.7% | 35,735 | -62.6% | 0.25% | -67.9% |
| Q3 2022 | $9,590,000 | +0.6% | 95,638 | +0.3% | 0.79% | +9.8% |
| Q2 2022 | $9,536,000 | -43.4% | 95,308 | -43.4% | 0.72% | -38.8% |
| Q1 2022 | $16,836,000 | -27.3% | 168,279 | -27.3% | 1.17% | -28.8% |
| Q4 2021 | $23,151,000 | -33.4% | 231,448 | -33.4% | 1.64% | -36.9% |
| Q3 2021 | $34,772,000 | +1.4% | 347,634 | +1.4% | 2.60% | -2.3% |
| Q2 2021 | $34,284,000 | +27.9% | 342,751 | +27.9% | 2.67% | +16.5% |
| Q1 2021 | $26,804,000 | – | 267,994 | – | 2.29% | – |
Download | ||||||
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% |