Rockwood Wealth Management, 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
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 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