ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 364 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.9%.
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% | – |
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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% |