ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 402 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,673,801 | +11.6% | 16,693 | +12.0% | 0.11% | +6.9% |
| Q3 2023 | $1,499,736 | +61.4% | 14,898 | +61.3% | 0.10% | +67.2% |
| Q2 2023 | $929,486 | -40.7% | 9,237 | -40.7% | 0.06% | -42.5% |
| Q1 2023 | $1,566,900 | -32.5% | 15,579 | -32.8% | 0.11% | -35.4% |
| Q4 2022 | $2,321,742 | +32.6% | 23,185 | +32.8% | 0.16% | +26.2% |
| Q3 2022 | $1,751,000 | +56.1% | 17,460 | +55.8% | 0.13% | +58.5% |
| Q2 2022 | $1,122,000 | – | 11,207 | – | 0.08% | – |
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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% |