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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $297,601 | -89.6% | 2,968 | -89.6% | 0.08% | -88.8% |
| 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% | – |
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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% |