ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 20 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,862,191 | +554.2% | 28,431 | +554.0% | 0.69% | +608.2% |
| Q2 2023 | $437,482 | +0.8% | 4,347 | +0.7% | 0.10% | -5.8% |
| Q1 2023 | $434,212 | -8.9% | 4,317 | -9.3% | 0.10% | -11.1% |
| Q4 2022 | $476,666 | -36.8% | 4,760 | -36.7% | 0.12% | -40.3% |
| Q3 2022 | $754,000 | +0.1% | 7,520 | 0.0% | 0.20% | +42.0% |
| Q2 2022 | $753,000 | +0.1% | 7,520 | 0.0% | 0.14% | +7.8% |
| Q1 2022 | $752,000 | 0.0% | 7,520 | 0.0% | 0.13% | -5.9% |
| Q3 2021 | $752,000 | 0.0% | 7,520 | 0.0% | 0.14% | -3.5% |
| Q2 2021 | $752,000 | 0.0% | 7,520 | 0.0% | 0.14% | -9.6% |
| Q1 2021 | $752,000 | +2.0% | 7,520 | +2.0% | 0.16% | -6.0% |
| Q4 2020 | $737,000 | – | 7,370 | – | 0.17% | – |
Download | ||||||
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% |