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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,961,459 | -1.1% | 39,352 | -1.1% | 2.67% | +1.5% |
| Q2 2023 | $4,004,816 | +9504.1% | 39,797 | +8.8% | 2.64% | +7650.0% |
| Q1 2023 | $41,699 | -89.2% | 36,594 | +849.5% | 0.03% | -85.8% |
| Q4 2022 | $385,974 | -78.4% | 3,854 | -78.4% | 0.24% | -79.7% |
| Q3 2022 | $1,791,000 | -86.8% | 17,863 | -86.9% | 1.18% | -84.9% |
| Q2 2022 | $13,583,000 | -14.6% | 135,974 | -14.4% | 7.81% | -1.0% |
| Q1 2022 | $15,898,000 | – | 158,910 | – | 7.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SVB WEALTH LLC | 5,112,274 | $511,355,000 | 6.48% |
| Ironwood Wealth Management, LLC. | 110,229 | $11,026,000 | 6.36% |
| Relative Value Partners Group, LLC | 342,751 | $34,284,000 | 2.67% |
| LINCOLN CAPITAL CORP | 44,458 | $4,447,000 | 2.54% |
| WOODMONT INVESTMENT COUNSEL LLC | 50,390 | $5,040,000 | 0.79% |
| Laurel Wealth Advisors LLC | 29,624 | $2,963,000 | 0.64% |
| Klaas Financial Asset Advisors, LLC | 10,046 | $1,005,000 | 0.25% |
| First National Bank of South Miami | 2,460 | $246,000 | 0.17% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 114,706 | $11,473,000 | 0.16% |
| Eudaimonia Partners, LLC | 7,520 | $752,000 | 0.14% |