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 | $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 ↓ |
|---|---|---|---|
| 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% |