ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 364 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,821,591 | +20.0% | 37,961 | +19.9% | 0.02% | +25.0% |
| Q2 2023 | $3,185,345 | +429191.8% | 31,654 | +328.7% | 0.01% | +300.0% |
| Q1 2023 | $742 | +479.7% | 7,384 | +475.1% | 0.00% | +200.0% |
| Q4 2022 | $128 | -100.0% | 1,284 | -71.0% | 0.00% | -50.0% |
| Q3 2022 | $443,000 | -22.6% | 4,427 | -22.6% | 0.00% | -33.3% |
| Q2 2022 | $572,000 | +19.7% | 5,721 | +19.6% | 0.00% | +50.0% |
| Q1 2022 | $478,000 | +1812.0% | 4,783 | +1813.2% | 0.00% | – |
| Q4 2021 | $25,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q3 2021 | $25,000 | 0.0% | 250 | 0.0% | 0.00% | – |
| Q2 2021 | $25,000 | – | 250 | – | 0.00% | – |
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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% |