OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 633 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 8.72 and the average weighting 0.8%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$177,794
-82.5%
7,717
-83.3%
0.09%
-83.0%
Q3 2023$1,018,447
-0.4%
46,209
+3.5%
0.52%
+4.2%
Q2 2023$1,022,529
-2.5%
44,652
-0.4%
0.50%
-8.7%
Q1 2023$1,048,287
+3.2%
44,837
+0.3%
0.55%
-0.2%
Q4 2022$1,015,470
+0.2%
44,695
+0.4%
0.55%
+0.9%
Q3 2022$1,013,000
-4.5%
44,509
+0.3%
0.54%
+2.6%
Q2 2022$1,061,000
+5.8%
44,375
+10.2%
0.53%
+25.5%
Q1 2022$1,003,000
-6.3%
40,251
+0.2%
0.42%
+1.4%
Q4 2021$1,071,0000.0%40,156
-0.6%
0.42%
-7.5%
Q3 2021$1,071,000
+1.1%
40,379
+1.5%
0.45%
+36.7%
Q2 2021$1,059,000
+1.8%
39,801
+0.2%
0.33%
+8.6%
Q1 2021$1,040,000
-3.7%
39,726
+0.2%
0.30%
-7.3%
Q4 2020$1,080,000
-2.1%
39,665
+0.5%
0.33%
-11.4%
Q3 2020$1,103,0000.0%39,476
+0.2%
0.37%
-3.6%
Q2 2020$1,103,000
-0.9%
39,410
-0.8%
0.38%
-15.8%
Q1 2020$1,113,000
+7.8%
39,747
-0.1%
0.46%
+49.0%
Q4 2019$1,032,000
+4.0%
39,798
+5.6%
0.31%
-2.2%
Q3 2019$992,000
+101.2%
37,697
+97.2%
0.31%
+95.6%
Q2 2019$493,000
-41.7%
19,113
-43.0%
0.16%
-42.4%
Q1 2019$846,000
+2.7%
33,504
+0.2%
0.28%
-1.8%
Q4 2018$824,000
+1.7%
33,435
+0.5%
0.28%
+26.3%
Q3 2018$810,000
-0.7%
33,285
+0.5%
0.22%
-4.7%
Q2 2018$816,000
-0.2%
33,1300.0%0.24%
-2.1%
Q1 2018$818,000
-6.4%
33,130
-4.9%
0.24%
-13.7%
Q4 2017$874,000
+39.4%
34,830
+40.3%
0.28%
+32.4%
Q3 2017$627,0000.0%24,8300.0%0.21%
-3.2%
Q2 2017$627,000
+0.8%
24,8300.0%0.22%
-1.4%
Q1 2017$622,000
-0.8%
24,830
-1.3%
0.22%
-6.8%
Q4 2016$627,000
+188.9%
25,160
+202.8%
0.24%
+187.8%
Q3 2016$217,000
-33.8%
8,310
-33.6%
0.08%
-35.4%
Q2 2016$328,000
-1.2%
12,510
-2.7%
0.13%
-3.1%
Q1 2016$332,000
+52.3%
12,860
+47.6%
0.13%
+56.0%
Q4 2015$218,000
-12.1%
8,710
-10.9%
0.08%
-16.0%
Q3 2015$248,000
-68.6%
9,775
-68.4%
0.10%
-60.0%
Q1 2015$791,000
-10.1%
30,950
-44.8%
0.25%
-11.7%
Q4 2014$880,00056,0500.28%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders