ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 46 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $114,059 | +1411.3% | 1,133 | +1410.7% | 0.00% | – |
| Q2 2023 | $7,547 | +0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2023 | $7,544 | -23.9% | 75 | -24.2% | 0.00% | – |
| Q4 2022 | $9,914 | -96.8% | 99 | -96.8% | 0.00% | -100.0% |
| Q3 2022 | $311,000 | +1.0% | 3,099 | +0.8% | 0.01% | 0.0% |
| Q2 2022 | $308,000 | 0.0% | 3,075 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $308,000 | +2.7% | 3,075 | +2.5% | 0.01% | +9.1% |
| Q4 2021 | $300,000 | 0.0% | 3,000 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $300,000 | -87.5% | 3,000 | -87.5% | 0.01% | -88.2% |
| Q2 2021 | $2,401,000 | – | 24,001 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 432,718 | $43,283,000 | 18.88% |
| Choate Investment Advisors | 669,270 | $66,944,000 | 3.91% |
| Trek Financial, LLC | 194,759 | $19,481,000 | 1.82% |
| Relative Value Partners Group, LLC | 231,448 | $23,151,000 | 1.64% |
| ACT Advisors, LLC. | 19,997 | $2,000,000 | 1.47% |
| Laurel Wealth Advisors LLC | 48,657 | $4,867,000 | 1.00% |
| LINCOLN CAPITAL CORP | 14,378 | $1,438,000 | 0.69% |
| WOODMONT INVESTMENT COUNSEL LLC | 48,142 | $4,815,000 | 0.62% |
| Quadrant Private Wealth Management, LLC | 10,382 | $1,038,000 | 0.39% |
| CERTUITY, LLC | 17,066 | $1,707,000 | 0.37% |