Rockwood Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 153 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Rockwood Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$520,761
-11.7%
5,175
-11.7%
0.09%
-23.3%
Q1 2023$589,501
-3.5%
5,861
-3.9%
0.12%
-18.9%
Q4 2022$610,886
+2.0%
6,100
+2.1%
0.14%
-25.1%
Q3 2022$599,086
+98.8%
5,975
+98.4%
0.19%
+35.5%
Q2 2022$301,4263,0110.14%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
AlphaStar Capital Management, LLC 2,523,311$252,634,00023.34%
McElhenny Sheffield Capital Management, LLC 440,057$44,059,00020.52%
Beaumont Financial Partners, LLC 1,799,640$180,180,00016.17%
Titan Capital Management, LLC /TX 125,256$12,541,00012.49%
Omnia Family Wealth, LLC 162,519$16,271,00011.98%
Clear Perspectives Financial Planning, LLC 276,523$27,686,00010.79%
Koss-Olinger Consulting, LLC 568,941$56,962,00010.39%
Accurate Wealth Management, LLC 185,167$18,529,00010.07%
BTS Asset Management, Inc. 43,407$4,346,0009.76%
Aveo Capital Partners, LLC 551,956$55,262,0009.06%
View complete list of ISHARES TR shareholders