ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 46 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,634,251 | +9.5% | 95,702 | +9.4% | 2.04% | +15.7% |
Q2 2023 | $8,800,586 | +2.8% | 87,455 | +2.8% | 1.76% | -2.7% |
Q1 2023 | $8,558,079 | -6.5% | 85,088 | -6.9% | 1.81% | -12.6% |
Q4 2022 | $9,156,342 | -2.8% | 91,436 | -2.7% | 2.07% | -11.8% |
Q3 2022 | $9,423,000 | +21.4% | 93,979 | +21.2% | 2.35% | +25.0% |
Q2 2022 | $7,763,000 | +12.1% | 77,534 | +12.0% | 1.88% | +28.9% |
Q1 2022 | $6,927,000 | +42.3% | 69,232 | +42.3% | 1.46% | +46.0% |
Q4 2021 | $4,867,000 | +29.9% | 48,657 | +29.9% | 1.00% | +20.4% |
Q3 2021 | $3,746,000 | +26.4% | 37,455 | +26.4% | 0.83% | +29.6% |
Q2 2021 | $2,963,000 | +71.3% | 29,624 | +71.2% | 0.64% | +52.5% |
Q1 2021 | $1,730,000 | +57.3% | 17,300 | +57.3% | 0.42% | +46.5% |
Q4 2020 | $1,100,000 | +131.6% | 10,995 | +131.7% | 0.29% | +101.4% |
Q3 2020 | $475,000 | – | 4,745 | – | 0.14% | – |
Download |
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% |