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 | $1,078,584 | +0.6% | 10,714 | +0.6% | 0.13% | +4.1% |
| Q2 2023 | $1,071,977 | -18.5% | 10,653 | -18.6% | 0.12% | -37.1% |
| Q1 2023 | $1,315,674 | -15.3% | 13,081 | -15.7% | 0.19% | -21.1% |
| Q4 2022 | $1,553,301 | +0.5% | 15,511 | +0.6% | 0.25% | -31.5% |
| Q3 2022 | $1,546,000 | -9.6% | 15,415 | -9.7% | 0.36% | -19.5% |
| Q2 2022 | $1,710,000 | +0.1% | 17,074 | +0.0% | 0.45% | +21.2% |
| Q1 2022 | $1,708,000 | +0.1% | 17,067 | +0.0% | 0.37% | +0.5% |
| Q4 2021 | $1,707,000 | 0.0% | 17,066 | +0.0% | 0.37% | +7.3% |
| Q3 2021 | $1,707,000 | +189.3% | 17,064 | +189.5% | 0.34% | +150.7% |
| Q2 2021 | $590,000 | 0.0% | 5,895 | 0.0% | 0.14% | -13.9% |
| Q1 2021 | $590,000 | 0.0% | 5,895 | 0.0% | 0.16% | -16.8% |
| Q4 2020 | $590,000 | – | 5,895 | – | 0.19% | – |
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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% |