ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,455,497 | -66.3% | 123,726 | -66.3% | 10.07% | -64.3% |
| Q2 2023 | $36,925,172 | +2.8% | 366,940 | +2.8% | 28.18% | +3.3% |
| Q1 2023 | $35,902,735 | +8.5% | 356,957 | +8.0% | 27.27% | +18.2% |
| Q4 2022 | $33,104,482 | +13.0% | 330,582 | +13.2% | 23.08% | +7.6% |
| Q3 2022 | $29,290,000 | +307.4% | 292,112 | +306.8% | 21.44% | +336.1% |
| Q2 2022 | $7,189,000 | +102.7% | 71,803 | +102.6% | 4.92% | +112.5% |
| Q1 2022 | $3,546,000 | – | 35,435 | – | 2.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESG Planning DBA Harper Investing | 774,070 | $77,925,663 | 89.35% |
| Sound Financial Strategies Group, LLC | 639,243 | $64,352,593 | 53.19% |
| CABANA LLC | 132,903 | $13,379,410 | 50.01% |
| Stuart Chaussee & Associates, Inc. | 1,206,661 | $121,474,563 | 40.39% |
| BML Capital Management, LLC | 270,000 | $27,180,900 | 24.96% |
| Vigilare Wealth Management | 327,917 | $33,011,415 | 21.06% |
| Titan Capital Management, LLC /TX | 147,221 | $14,820,738 | 19.96% |
| RIA Advisory Group LLC | 442,514 | $44,548,292 | 19.94% |
| VitalStone Financial, LLC | 219,600 | $22,054 | 18.62% |
| Mader & Shannon Wealth Management, Inc. | 221,379 | $22,286,224 | 14.65% |