ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 576 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $21,345,929 | -29.3% | 211,954 | -29.3% | 3.52% | -31.5% |
Q1 2024 | $30,208,097 | -3.8% | 299,951 | -4.2% | 5.14% | -11.7% |
Q4 2023 | $31,405,418 | -50.3% | 313,209 | -50.1% | 5.83% | -52.4% |
Q3 2023 | $63,250,493 | -30.7% | 628,295 | -30.8% | 12.24% | -23.7% |
Q2 2023 | $91,320,553 | -5.9% | 907,488 | -5.9% | 16.04% | -16.2% |
Q1 2023 | $97,024,164 | +7.8% | 964,646 | +7.3% | 19.14% | -0.2% |
Q4 2022 | $89,987,970 | +2148.6% | 898,622 | +2148.1% | 19.18% | +4696.0% |
Q2 2022 | $4,002,000 | – | 39,972 | – | 0.40% | – |
Download |
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% |