Clear Perspectives Financial Planning, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 153 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Clear Perspectives Financial Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$10,528,741
-28.5%
104,680
-28.8%
5.90%
-24.5%
Q4 2022$14,719,730
-49.5%
146,992
-49.4%
7.82%
-45.2%
Q3 2022$29,120,000
+5.2%
290,412
+5.0%
14.28%
+32.3%
Q2 2022$27,686,000276,52310.79%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
ESG Planning DBA Harper Investing 774,070$77,925,66389.35%
Sound Financial Strategies Group, LLC 639,243$64,352,59353.19%
CABANA LLC 132,903$13,379,41050.01%
Stuart Chaussee & Associates, Inc. 1,206,661$121,474,56340.39%
BML Capital Management, LLC 270,000$27,180,90024.96%
Vigilare Wealth Management 327,917$33,011,41521.06%
Titan Capital Management, LLC /TX 147,221$14,820,73819.96%
RIA Advisory Group LLC 442,514$44,548,29219.94%
VitalStone Financial, LLC 219,600$22,05418.62%
Mader & Shannon Wealth Management, Inc. 221,379$22,286,22414.65%
View complete list of ISHARES TR shareholders