ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 153 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,649,193 | +11.5% | 1,512,910 | +11.5% | 0.05% | +16.3% |
| Q2 2023 | $136,961,255 | +314.3% | 1,356,681 | +312.3% | 0.04% | +290.9% |
| Q1 2023 | $33,058,646 | -15.2% | 329,021 | -15.6% | 0.01% | -15.4% |
| Q4 2022 | $38,985,000 | -8.0% | 389,917 | -7.3% | 0.01% | -18.8% |
| Q3 2022 | $42,360,000 | +38.6% | 420,600 | +37.8% | 0.02% | +45.5% |
| Q2 2022 | $30,557,000 | +114.1% | 305,152 | +114.0% | 0.01% | +175.0% |
| Q1 2022 | $14,271,000 | +1857.6% | 142,600 | +1856.9% | 0.00% | – |
| Q4 2021 | $729,000 | +6.0% | 7,287 | +5.9% | 0.00% | – |
| Q3 2021 | $688,000 | – | 6,883 | – | 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% |