ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 620 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,119,668 | +1.7% | 30,976 | +1.7% | 2.13% | -8.1% |
| Q1 2024 | $3,068,152 | -9.6% | 30,465 | -10.0% | 2.32% | -16.6% |
| Q4 2023 | $3,394,184 | -7.2% | 33,850 | -6.8% | 2.78% | -16.3% |
| Q3 2023 | $3,655,651 | -7.8% | 36,313 | -7.8% | 3.32% | -9.3% |
| Q2 2023 | $3,964,795 | -4.8% | 39,400 | -4.9% | 3.66% | -12.5% |
| Q1 2023 | $4,165,821 | -7.8% | 41,418 | -9.2% | 4.18% | -17.7% |
| Q4 2022 | $4,516,610 | – | 45,634 | – | 5.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESG Planning DBA Harper Investing | 831,435 | $83,367,973 | 88.82% |
| Sound Financial Strategies Group, LLC | 392,829 | $39,388,964 | 33.18% |
| Efficient Frontier Advisors LLC | 313,470 | $31,432 | 26.42% |
| Mader & Shannon Wealth Management, Inc. | 437,974 | $43,915,653 | 24.98% |
| BML Capital Management, LLC | 270,000 | $27,072,900 | 20.51% |
| Titan Manages, LLC | 142,891 | $14,327,681 | 19.96% |
| VitalStone Financial, LLC | 210,919 | $21,149 | 16.92% |
| Vigilare Wealth Management | 321,756 | $32,262,523 | 16.61% |
| Capricorn Fund Managers Ltd | 289,089 | $28,986,920 | 15.94% |
| 325 CAPITAL LLC | 284,137 | $28,490,417 | 14.12% |