ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 203 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $10,285,015 | +8.8% | 102,125 | +8.8% | 0.01% | +7.7% |
| Q1 2024 | $9,455,665 | +3.4% | 93,890 | +3.0% | 0.01% | -7.1% |
| Q4 2023 | $9,141,075 | +48.5% | 91,164 | +49.1% | 0.01% | +40.0% |
| Q3 2023 | $6,153,584 | +59.1% | 61,126 | +59.0% | 0.01% | +66.7% |
| Q2 2023 | $3,867,814 | +20.2% | 38,436 | +20.1% | 0.01% | +20.0% |
| Q1 2023 | $3,218,560 | +4.3% | 32,000 | +3.8% | 0.01% | 0.0% |
| Q4 2022 | $3,087,016 | +6468.1% | 30,827 | +6458.9% | 0.01% | – |
| Q3 2022 | $47,000 | 0.0% | 470 | 0.0% | 0.00% | – |
| Q2 2022 | $47,000 | +56.7% | 470 | +58.2% | 0.00% | – |
| Q1 2022 | $30,000 | – | 297 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESG Planning DBA Harper Investing | 786,652 | $79,160,788 | 91.35% |
| Stuart Chaussee & Associates, Inc. | 1,237,940 | $124,573,902 | 39.21% |
| Worth Asset Management, LLC | 366,940 | $36,925,172 | 28.18% |
| Buck Wealth Strategies, LLC | 581,741 | $55,339,551 | 24.00% |
| RIA Advisory Group LLC | 455,591 | $45,815,051 | 19.71% |
| BML Capital Management, LLC | 180,000 | $18,113,400 | 16.29% |
| Almanack Investment Partners, LLC. | 907,488 | $91,320,553 | 16.04% |
| Titan Manages, LLC | 132,601 | $13,343,639 | 14.53% |
| STABLEFORD CAPITAL II LLC | 307,096 | $30,820,155 | 13.65% |
| Capricorn Fund Managers Ltd | 369,061 | $37,138,627 | 13.33% |