Clear Perspectives Financial Planning, LLC - ISHARES TR ownership

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ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 271 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.

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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$27,686,000–276,523–10.79%–
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Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Vigilare Wealth Management 321,756$32,262,52316.61%
Selective Wealth Management, Inc. 138,275$13,875,8706.99%
CHERRYDALE WEALTH MANAGEMENT, LLC 20,197$2,025,1361.06%
B.O.S.S. Retirement Advisors, LLC 35,426$3,566,2940.81%
ST GERMAIN D J CO INC 116,240$11,655,3850.61%
BALDWIN BROTHERS LLC/MA 1,350$135,3650.01%
View complete list of ISHARES TR shareholders