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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Ironwood Wealth Management, LLC. | 432,718 | $43,283,000 | 18.88% |
| Choate Investment Advisors | 669,270 | $66,944,000 | 3.91% |
| Trek Financial, LLC | 194,759 | $19,481,000 | 1.82% |
| Relative Value Partners Group, LLC | 231,448 | $23,151,000 | 1.64% |
| ACT Advisors, LLC. | 19,997 | $2,000,000 | 1.47% |
| Laurel Wealth Advisors LLC | 48,657 | $4,867,000 | 1.00% |
| LINCOLN CAPITAL CORP | 14,378 | $1,438,000 | 0.69% |
| WOODMONT INVESTMENT COUNSEL LLC | 48,142 | $4,815,000 | 0.62% |
| Quadrant Private Wealth Management, LLC | 10,382 | $1,038,000 | 0.39% |
| CERTUITY, LLC | 17,066 | $1,707,000 | 0.37% |