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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $207,160 | 0.0% | 2,057 | 0.0% | 0.11% | -0.9% |
| Q1 2024 | $207,160 | +0.4% | 2,057 | 0.0% | 0.11% | -4.3% |
| Q4 2023 | $206,255 | -0.4% | 2,057 | 0.0% | 0.12% | -12.0% |
| Q3 2023 | $207,078 | +0.0% | 2,057 | 0.0% | 0.13% | +3.1% |
| Q2 2023 | $206,996 | +0.0% | 2,057 | 0.0% | 0.13% | -2.3% |
| Q1 2023 | $206,893 | -48.9% | 2,057 | -49.2% | 0.13% | -54.3% |
| Q4 2022 | $405,267 | -0.2% | 4,047 | 0.0% | 0.29% | -14.0% |
| Q3 2022 | $406,000 | – | 4,047 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaStar Capital Management, LLC | 2,523,311 | $252,634,000 | 23.34% |
| McElhenny Sheffield Capital Management, LLC | 440,057 | $44,059,000 | 20.52% |
| Beaumont Financial Partners, LLC | 1,799,640 | $180,180,000 | 16.17% |
| Titan Manages, LLC | 125,256 | $12,541,000 | 12.49% |
| Omnia Family Wealth, LLC | 162,519 | $16,271,000 | 11.98% |
| Clear Perspectives Financial Planning, LLC | 276,523 | $27,686,000 | 10.79% |
| Koss-Olinger Consulting, LLC | 568,941 | $56,962,000 | 10.39% |
| Accurate Wealth Management, LLC | 185,167 | $18,529,000 | 10.07% |
| BTS Asset Management, Inc. | 43,407 | $4,346,000 | 9.76% |
| Aveo Capital Partners, LLC | 551,956 | $55,262,000 | 9.06% |