ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 153 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,886,490 | +27.5% | 167,741 | +27.5% | 0.61% | +17.0% |
| Q2 2023 | $13,239,917 | +9.0% | 131,570 | +8.9% | 0.52% | +1.8% |
| Q1 2023 | $12,146,592 | -70.7% | 120,765 | -70.8% | 0.51% | -71.7% |
| Q4 2022 | $41,485,957 | +18.3% | 414,280 | +18.5% | 1.80% | +8.4% |
| Q3 2022 | $35,055,000 | +14880.8% | 349,604 | +14885.2% | 1.66% | +15018.2% |
| Q2 2022 | $234,000 | – | 2,333 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vigilare Wealth Management | 321,756 | $32,262,523 | 16.61% |
| Selective Wealth Management, Inc. | 138,275 | $13,875,870 | 6.99% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 20,197 | $2,025,136 | 1.06% |
| B.O.S.S. Retirement Advisors, LLC | 35,426 | $3,566,294 | 0.81% |
| ST GERMAIN D J CO INC | 116,240 | $11,655,385 | 0.61% |
| BALDWIN BROTHERS LLC/MA | 1,350 | $135,365 | 0.01% |