ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,858,737 | -1.7% | 48,264 | -1.7% | 4.92% | -8.7% |
Q2 2023 | $4,941,134 | -71.6% | 49,102 | -71.6% | 5.38% | -70.4% |
Q1 2023 | $17,414,723 | +3719.5% | 173,143 | +3702.8% | 18.17% | +3902.4% |
Q4 2022 | $455,937 | -0.2% | 4,553 | 0.0% | 0.45% | +9.4% |
Q3 2022 | $457,000 | – | 4,553 | – | 0.42% | – |
Download |
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% |