ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 38 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,163,343 | +18.8% | 11,556 | +18.7% | 0.26% | +21.1% |
| Q2 2023 | $979,532 | +24.0% | 9,734 | +23.9% | 0.22% | +19.1% |
| Q1 2023 | $789,955 | +30.6% | 7,854 | +30.0% | 0.18% | +22.0% |
| Q4 2022 | $604,846 | -49.8% | 6,040 | -49.8% | 0.15% | -51.0% |
| Q3 2022 | $1,206,000 | +0.1% | 12,032 | 0.0% | 0.31% | +2.3% |
| Q2 2022 | $1,205,000 | +0.1% | 12,032 | 0.0% | 0.30% | +7.9% |
| Q1 2022 | $1,204,000 | -14.4% | 12,032 | -14.5% | 0.28% | -12.9% |
| Q4 2021 | $1,407,000 | +39.3% | 14,070 | +39.4% | 0.32% | +29.3% |
| Q3 2021 | $1,010,000 | +0.5% | 10,094 | +0.5% | 0.25% | -2.8% |
| Q2 2021 | $1,005,000 | +173.8% | 10,046 | +173.4% | 0.25% | +148.0% |
| Q1 2021 | $367,000 | -75.0% | 3,674 | -75.0% | 0.10% | -67.8% |
| Q4 2020 | $1,470,000 | – | 14,696 | – | 0.32% | – |
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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% |