ESG Planning DBA Harper Investing - 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
ESG Planning DBA Harper Investing ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$77,925,663
-1.6%
774,070
-1.6%
89.35%
-2.2%
Q2 2023$79,160,788
+21.4%
786,652
+21.3%
91.35%
+12.8%
Q1 2023$65,203,103
+72.4%
648,271
+71.6%
81.00%
+73.5%
Q4 2022$37,827,083377,74246.69%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
ESG Planning DBA Harper Investing 774,070$77,925,66389.35%
Sound Financial Strategies Group, LLC 639,243$64,352,59353.19%
CABANA LLC 132,903$13,379,41050.01%
Stuart Chaussee & Associates, Inc. 1,206,661$121,474,56340.39%
BML Capital Management, LLC 270,000$27,180,90024.96%
Vigilare Wealth Management 327,917$33,011,41521.06%
Titan Capital Management, LLC /TX 147,221$14,820,73819.96%
RIA Advisory Group LLC 442,514$44,548,29219.94%
VitalStone Financial, LLC 219,600$22,05418.62%
Mader & Shannon Wealth Management, Inc. 221,379$22,286,22414.65%
View complete list of ISHARES TR shareholders