ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 272 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,025,306 | -58.7% | 119,405 | -58.7% | 3.55% | -64.5% |
| Q1 2024 | $29,110,195 | +216.2% | 289,050 | +214.8% | 10.00% | +193.1% |
| Q4 2023 | $9,206,196 | +56.0% | 91,813 | +56.7% | 3.41% | +43.8% |
| Q3 2023 | $5,899,945 | -89.3% | 58,607 | -89.9% | 2.37% | -90.1% |
| Q2 2023 | $55,339,551 | +14.6% | 581,741 | +11.7% | 24.00% | +1.9% |
| Q1 2023 | $48,305,159 | +733.2% | 520,987 | +804.7% | 23.56% | +769.1% |
| Q3 2022 | $5,797,481 | – | 57,589 | – | 2.71% | – |
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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% |