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 | $1,635,082 | -2.2% | 16,242 | -2.2% | 0.03% | +3.0% |
| Q2 2023 | $1,671,263 | +8.4% | 16,608 | +8.3% | 0.03% | 0.0% |
| Q1 2023 | $1,541,992 | +15.0% | 15,331 | +14.5% | 0.03% | +6.5% |
| Q4 2022 | $1,340,674 | -18.4% | 13,388 | -18.2% | 0.03% | -18.4% |
| Q3 2022 | $1,642,000 | +70.2% | 16,376 | +69.9% | 0.04% | +81.0% |
| Q2 2022 | $965,000 | +3.3% | 9,638 | +3.2% | 0.02% | +23.5% |
| Q1 2022 | $934,000 | – | 9,340 | – | 0.02% | – |
Download | ||||||
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% |