ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 495 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,960,471 | -18.6% | 247,943 | -18.7% | 7.30% | -15.9% |
| Q2 2023 | $30,672,596 | +5.0% | 304,806 | +5.0% | 8.68% | +0.1% |
| Q1 2023 | $29,204,110 | +178.1% | 290,357 | +176.9% | 8.67% | +148.1% |
| Q4 2022 | $10,501,873 | +21.9% | 104,872 | +22.0% | 3.49% | +9.8% |
| Q3 2022 | $8,618,000 | -2.4% | 85,945 | -2.6% | 3.18% | +3.5% |
| Q2 2022 | $8,830,000 | – | 88,197 | – | 3.08% | – |
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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% |