Buck Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 271 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
Buck Wealth Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
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$5,797,48157,5892.71%
Other shareholders
ISHARES TR shareholders Q4 2022
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