ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 402 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $57,044,647 | +2.7% | 566,424 | +2.7% | 0.16% | 0.0% |
| Q1 2024 | $55,519,131 | +1155.0% | 551,277 | +1149.6% | 0.16% | +980.0% |
| Q4 2023 | $4,423,709 | +15.8% | 44,117 | +16.2% | 0.02% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| ESG Planning DBA Harper Investing | 786,652 | $79,160,788 | 91.35% |
| Stuart Chaussee & Associates, Inc. | 1,237,940 | $124,573,902 | 39.21% |
| Worth Asset Management, LLC | 366,940 | $36,925,172 | 28.18% |
| Buck Wealth Strategies, LLC | 581,741 | $55,339,551 | 24.00% |
| RIA Advisory Group LLC | 455,591 | $45,815,051 | 19.71% |
| BML Capital Management, LLC | 180,000 | $18,113,400 | 16.29% |
| Almanack Investment Partners, LLC. | 907,488 | $91,320,553 | 16.04% |
| Titan Manages, LLC | 132,601 | $13,343,639 | 14.53% |
| STABLEFORD CAPITAL II LLC | 307,096 | $30,820,155 | 13.65% |
| Capricorn Fund Managers Ltd | 369,061 | $37,138,627 | 13.33% |