ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 399 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,924 | +16.0% | 29,047 | +16.0% | 1.53% | +16.4% |
Q2 2023 | $2,520 | +1.9% | 25,040 | +1.8% | 1.32% | -3.6% |
Q1 2023 | $2,474 | -77.5% | 24,601 | -83.5% | 1.37% | -78.5% |
Q4 2022 | $10,982 | -99.5% | 149,059 | +543.4% | 6.36% | +309.1% |
Q3 2022 | $2,323,000 | +34.6% | 23,166 | +34.4% | 1.55% | +29.3% |
Q2 2022 | $1,726,000 | – | 17,242 | – | 1.20% | – |
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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% |