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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vigilare Wealth Management | 321,756 | $32,262,523 | 16.61% |
| Selective Wealth Management, Inc. | 138,275 | $13,875,870 | 6.99% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 20,197 | $2,025,136 | 1.06% |
| B.O.S.S. Retirement Advisors, LLC | 35,426 | $3,566,294 | 0.81% |
| ST GERMAIN D J CO INC | 116,240 | $11,655,385 | 0.61% |
| BALDWIN BROTHERS LLC/MA | 1,350 | $135,365 | 0.01% |