ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,167,179 | -2.5% | 21,519 | -2.5% | 0.33% | -10.9% |
| Q1 2024 | $2,223,879 | +23.9% | 22,082 | +23.4% | 0.37% | +17.3% |
| Q4 2023 | $1,794,232 | +85.2% | 17,894 | +86.0% | 0.31% | +65.1% |
| Q3 2023 | $968,647 | +67.7% | 9,622 | +67.6% | 0.19% | +75.0% |
| Q2 2023 | $577,620 | -18.7% | 5,740 | -18.8% | 0.11% | -25.5% |
| Q1 2023 | $710,600 | -5.9% | 7,065 | -6.3% | 0.14% | -16.2% |
| Q4 2022 | $755,257 | +30.7% | 7,542 | +30.8% | 0.17% | +13.8% |
| Q3 2022 | $578,000 | +1.2% | 5,767 | +1.2% | 0.15% | +4.1% |
| Q2 2022 | $571,000 | +28450.0% | 5,700 | +24682.6% | 0.15% | – |
| Q1 2022 | $2,000 | – | 23 | – | 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% |