ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 495 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,935 | +454.1% | 227,891 | +454.0% | 0.05% | +500.0% |
| Q2 2023 | $4,139 | -75.0% | 41,135 | -75.1% | 0.01% | -77.5% |
| Q1 2023 | $16,589 | -100.0% | 164,950 | -54.8% | 0.04% | -43.7% |
| Q1 2022 | $36,484,000 | +11.1% | 364,748 | +11.1% | 0.07% | +12.7% |
| Q4 2021 | $32,827,000 | -2.4% | 328,178 | -2.4% | 0.06% | -7.4% |
| Q3 2021 | $33,648,000 | +0.9% | 336,392 | +0.9% | 0.07% | 0.0% |
| Q2 2021 | $33,359,000 | -12.3% | 333,507 | -12.4% | 0.07% | -19.0% |
| Q1 2021 | $38,057,000 | +18.9% | 380,517 | +18.9% | 0.08% | +13.5% |
| Q4 2020 | $32,008,000 | – | 320,029 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESG Planning DBA Harper Investing | 774,070 | $77,925,663 | 89.35% |
| Sound Financial Strategies Group, LLC | 639,243 | $64,352,593 | 53.19% |
| CABANA LLC | 132,903 | $13,379,410 | 50.01% |
| Stuart Chaussee & Associates, Inc. | 1,206,661 | $121,474,563 | 40.39% |
| BML Capital Management, LLC | 270,000 | $27,180,900 | 24.96% |
| Vigilare Wealth Management | 327,917 | $33,011,415 | 21.06% |
| Titan Capital Management, LLC /TX | 147,221 | $14,820,738 | 19.96% |
| RIA Advisory Group LLC | 442,514 | $44,548,292 | 19.94% |
| VitalStone Financial, LLC | 219,600 | $22,054 | 18.62% |
| Mader & Shannon Wealth Management, Inc. | 221,379 | $22,286,224 | 14.65% |