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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97,528,329 | +80.7% | 968,632 | +80.6% | 0.14% | +48.5% |
| Q2 2023 | $53,971,308 | -24.6% | 536,344 | -24.7% | 0.10% | -28.1% |
| Q1 2023 | $71,610,753 | +34.8% | 711,985 | +34.2% | 0.14% | +25.0% |
| Q4 2022 | $53,115,707 | +57.9% | 530,414 | +58.1% | 0.11% | +40.3% |
| Q3 2022 | $33,649,000 | +86.4% | 335,582 | +86.1% | 0.08% | +92.5% |
| Q2 2022 | $18,054,000 | +320.2% | 180,312 | +40.8% | 0.04% | +400.0% |
| Q1 2022 | $4,297,000 | +2103.6% | 128,022 | +6478.7% | 0.01% | – |
| Q4 2021 | $195,000 | -1.5% | 1,946 | -1.6% | 0.00% | – |
| Q3 2021 | $198,000 | +1.5% | 1,978 | +1.6% | 0.00% | – |
| Q2 2021 | $195,000 | 0.0% | 1,946 | 0.0% | 0.00% | – |
| Q1 2021 | $195,000 | – | 1,946 | – | 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% |