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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESG Planning DBA Harper Investing | 774,070 | $77,925,663 | 89.35% |
| Sound Financial Strategies Group, LLC | 639,243 | $64,352,593 | 53.19% |
| CABANA LLC | 132,903 | $13,379,410 | 50.01% |
| Stuart Chaussee & Associates, Inc. | 1,206,661 | $121,474,563 | 40.39% |
| BML Capital Management, LLC | 270,000 | $27,180,900 | 24.96% |
| Vigilare Wealth Management | 327,917 | $33,011,415 | 21.06% |
| Titan Capital Management, LLC /TX | 147,221 | $14,820,738 | 19.96% |
| RIA Advisory Group LLC | 442,514 | $44,548,292 | 19.94% |
| VitalStone Financial, LLC | 219,600 | $22,054 | 18.62% |
| Mader & Shannon Wealth Management, Inc. | 221,379 | $22,286,224 | 14.65% |