Accurate Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 364 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,762,485
+960.3%
67,295
+958.6%
2.12%
+864.1%
Q1 2023$637,798
-93.3%
6,357
-93.3%
0.22%
-93.7%
Q4 2022$9,515,861
-48.6%
94,959
-48.7%
3.50%
-65.2%
Q2 2022$18,529,000185,16710.07%
Other shareholders
ISHARES TR shareholders Q1 2023
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