Highland Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.3%.

Quarter-by-quarter ownership
Highland Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$858
-9.4%
8,525
-9.4%
0.44%
-9.0%
Q2 2023$947
+14.1%
9,410
+14.1%
0.49%
+8.2%
Q1 2023$8308,2500.45%
Other shareholders
ISHARES TR shareholders Q4 2023
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