ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 402 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESG Planning DBA Harper Investing | 786,652 | $79,160,788 | 91.35% |
| Stuart Chaussee & Associates, Inc. | 1,237,940 | $124,573,902 | 39.21% |
| Worth Asset Management, LLC | 366,940 | $36,925,172 | 28.18% |
| Buck Wealth Strategies, LLC | 581,741 | $55,339,551 | 24.00% |
| RIA Advisory Group LLC | 455,591 | $45,815,051 | 19.71% |
| BML Capital Management, LLC | 180,000 | $18,113,400 | 16.29% |
| Almanack Investment Partners, LLC. | 907,488 | $91,320,553 | 16.04% |
| Titan Manages, LLC | 132,601 | $13,343,639 | 14.53% |
| STABLEFORD CAPITAL II LLC | 307,096 | $30,820,155 | 13.65% |
| Capricorn Fund Managers Ltd | 369,061 | $37,138,627 | 13.33% |