ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,220,185 | +15.9% | 418,149 | +20.4% | 0.30% | +17.4% |
| Q2 2023 | $7,953,468 | +16.1% | 347,313 | +18.5% | 0.25% | +17.7% |
| Q1 2023 | $6,852,888 | +35.0% | 293,109 | +31.2% | 0.22% | +12.0% |
| Q4 2022 | $5,076,443 | +9.5% | 223,435 | +9.7% | 0.19% | -1.5% |
| Q3 2022 | $4,637,000 | +167.0% | 203,643 | +180.3% | 0.20% | +298.0% |
| Q2 2022 | $1,737,000 | +130.7% | 72,647 | +142.1% | 0.05% | +122.7% |
| Q1 2022 | $753,000 | +527.5% | 30,007 | +560.9% | 0.02% | +633.3% |
| Q4 2021 | $120,000 | +5.3% | 4,540 | +5.7% | 0.00% | 0.0% |
| Q2 2021 | $114,000 | +1.8% | 4,297 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $112,000 | – | 4,297 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,636,019 | $337,129,000 | 24.16% |
| ERTS Wealth Advisors, LLC | 2,159,629 | $57,589,000 | 13.74% |
| 3EDGE Asset Management, LP | 4,982,534 | $132,934,000 | 11.38% |
| PRUDENT INVESTORS NETWORK, INC. | 854,098 | $22,787,000 | 10.74% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,808,127 | $154,961,000 | 9.95% |
| Antonetti Capital Management LLC | 460,574 | $12,288,000 | 9.62% |
| CLIENT 1ST ADVISORY GROUP, LLC | 705,809 | $18,831,000 | 9.19% |
| Avondale Wealth Management | 304,591 | $8,126,000 | 8.22% |
| Tri-Star Advisors Inc. | 730,929 | $19,074,000 | 8.00% |
| ACCESS FINANCIAL SERVICES, INC. | 644,349 | $17,191,000 | 7.73% |