WorthPointe, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 202 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
WorthPointe, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$208,191
-52.6%
2,079
-52.6%
0.14%
-61.7%
Q2 2022$439,0004,3840.37%
Other shareholders
ISHARES TR shareholders Q3 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