ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 402 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $381,641 | +1.3% | 3,801 | +1.3% | 0.19% | -6.3% |
| Q1 2024 | $376,794 | +1.3% | 3,752 | +1.3% | 0.21% | -15.2% |
| Q4 2023 | $371,780 | +1.3% | 3,703 | +1.3% | 0.24% | -7.6% |
| Q3 2023 | $366,841 | +1.3% | 3,655 | +1.3% | 0.26% | +0.4% |
| Q2 2023 | $362,115 | +1.3% | 3,608 | +1.2% | 0.26% | +3.1% |
| Q1 2023 | $357,565 | +1.2% | 3,564 | +1.0% | 0.26% | +9.4% |
| Q4 2022 | $353,482 | +40.8% | 3,527 | +41.1% | 0.23% | +33.9% |
| Q3 2022 | $251,000 | +0.4% | 2,500 | 0.0% | 0.17% | +6.1% |
| Q2 2022 | $250,000 | 0.0% | 2,500 | 0.0% | 0.16% | +1.2% |
| Q1 2022 | $250,000 | – | 2,500 | – | 0.16% | – |
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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% |