ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 203 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $19,687,128 | +143.6% | 195,483 | +143.6% | 1.56% | +144.4% |
| Q1 2024 | $8,080,443 | -89.7% | 80,235 | -89.8% | 0.64% | -90.6% |
| Q4 2023 | $78,786,527 | +59.8% | 785,744 | +60.4% | 6.84% | +51.8% |
| 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% | – |
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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% |