Buck Wealth Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 364 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

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 Q1 2023
NameSharesValueWeighting ↓
SVB WEALTH LLC 5,112,274$511,355,0006.48%
Ironwood Wealth Management, LLC. 110,229$11,026,0006.36%
Relative Value Partners Group, LLC 342,751$34,284,0002.67%
LINCOLN CAPITAL CORP 44,458$4,447,0002.54%
WOODMONT INVESTMENT COUNSEL LLC 50,390$5,040,0000.79%
Laurel Wealth Advisors LLC 29,624$2,963,0000.64%
Klaas Financial Asset Advisors, LLC 10,046$1,005,0000.25%
First National Bank of South Miami 2,460$246,0000.17%
OPPENHEIMER ASSET MANAGEMENT INC. 114,706$11,473,0000.16%
Eudaimonia Partners, LLC 7,520$752,0000.14%
View complete list of ISHARES TR shareholders