ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $470,483,711 | +24.6% | 4,673,524 | +24.5% | 0.05% | +29.7% |
| Q2 2023 | $377,642,550 | +8.5% | 3,752,782 | +8.5% | 0.04% | 0.0% |
| Q1 2023 | $348,012,387 | +35.5% | 3,460,054 | +34.9% | 0.04% | +27.6% |
| Q4 2022 | $256,827,740 | +65.4% | 2,564,686 | +65.7% | 0.03% | +38.1% |
| Q3 2022 | $155,239,000 | +130.5% | 1,548,213 | +130.1% | 0.02% | +133.3% |
| Q2 2022 | $67,355,000 | +2671.8% | 672,740 | +2669.4% | 0.01% | – |
| Q1 2022 | $2,430,000 | +5182.6% | 24,292 | +5227.2% | 0.00% | – |
| Q4 2021 | $46,000 | +4500.0% | 456 | +4460.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | – | 10 | – | 0.00% | – |
Download | ||||||
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% |