ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 495 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,139,334 | -18.3% | 31,184 | -18.3% | 0.70% | -17.5% |
Q2 2023 | $3,842,305 | +371.3% | 38,182 | +371.0% | 0.85% | +346.1% |
Q1 2023 | $815,253 | -42.3% | 8,106 | -42.6% | 0.19% | -45.7% |
Q4 2022 | $1,413,202 | -62.0% | 14,112 | -62.0% | 0.35% | -69.5% |
Q3 2022 | $3,720,000 | +429.9% | 37,103 | +429.5% | 1.16% | +437.2% |
Q2 2022 | $702,000 | – | 7,007 | – | 0.22% | – |
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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% |