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 | $49,302,583 | -14.7% | 489,745 | -14.7% | 4.51% | -11.5% |
| Q2 2023 | $57,784,877 | +16.7% | 574,231 | +16.7% | 5.09% | +10.2% |
| Q1 2023 | $49,505,689 | +19.3% | 492,202 | +18.7% | 4.62% | +11.4% |
| Q4 2022 | $41,510,207 | +3.4% | 414,522 | +3.5% | 4.14% | -1.8% |
| Q3 2022 | $40,150,000 | +155.5% | 400,420 | +154.9% | 4.22% | +208.9% |
| Q1 2022 | $15,716,000 | -19.3% | 157,084 | -19.3% | 1.37% | -24.7% |
| Q4 2021 | $19,481,000 | – | 194,759 | – | 1.82% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 432,718 | $43,283,000 | 18.88% |
| Choate Investment Advisors | 669,270 | $66,944,000 | 3.91% |
| Trek Financial, LLC | 194,759 | $19,481,000 | 1.82% |
| Relative Value Partners Group, LLC | 231,448 | $23,151,000 | 1.64% |
| ACT Advisors, LLC. | 19,997 | $2,000,000 | 1.47% |
| Laurel Wealth Advisors LLC | 48,657 | $4,867,000 | 1.00% |
| LINCOLN CAPITAL CORP | 14,378 | $1,438,000 | 0.69% |
| WOODMONT INVESTMENT COUNSEL LLC | 48,142 | $4,815,000 | 0.62% |
| Quadrant Private Wealth Management, LLC | 10,382 | $1,038,000 | 0.39% |
| CERTUITY, LLC | 17,066 | $1,707,000 | 0.37% |