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 | $30,322,930 | +35.2% | 301,211 | +35.1% | 0.04% | +38.7% |
| Q2 2023 | $22,436,286 | +17.8% | 222,958 | +17.8% | 0.03% | +14.8% |
| Q1 2023 | $19,039,926 | -55.4% | 189,301 | -55.6% | 0.03% | -57.8% |
| Q4 2022 | $42,652,836 | +8.1% | 425,932 | +8.2% | 0.06% | -1.5% |
| Q3 2022 | $39,467,000 | -2.2% | 393,611 | -2.4% | 0.06% | +3.2% |
| Q2 2022 | $40,373,000 | +465.8% | 403,250 | +465.5% | 0.06% | +530.0% |
| Q1 2022 | $7,135,000 | +335.1% | 71,312 | +334.9% | 0.01% | +400.0% |
| Q4 2021 | $1,640,000 | +18.0% | 16,397 | +18.0% | 0.00% | 0.0% |
| Q3 2021 | $1,390,000 | +21.9% | 13,897 | +21.9% | 0.00% | 0.0% |
| Q2 2021 | $1,140,000 | – | 11,397 | – | 0.00% | – |
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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% |