ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 153 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $624,758 | -30.1% | 6,206 | -30.1% | 0.21% | -18.9% |
| Q2 2023 | $893,997 | -19.5% | 8,884 | -19.6% | 0.26% | -25.1% |
| Q1 2023 | $1,110,885 | -2.3% | 11,044 | -2.8% | 0.35% | -9.2% |
| Q4 2022 | $1,137,441 | +25.3% | 11,359 | +25.2% | 0.38% | +2.1% |
| Q2 2022 | $908,000 | -24.0% | 9,072 | -24.0% | 0.37% | -16.2% |
| Q1 2022 | $1,194,000 | +15.0% | 11,931 | +14.9% | 0.44% | +15.3% |
| Q4 2021 | $1,038,000 | +160.8% | 10,382 | +160.9% | 0.39% | +135.4% |
| Q3 2021 | $398,000 | – | 3,979 | – | 0.16% | – |
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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% |