OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is GNMA and the CUSIP is 46429B333. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$50,846
-4.7%
1,2170.0%0.03%0.0%
Q2 2023$53,353
-1.4%
1,2170.0%0.03%
-7.1%
Q1 2023$54,108
+2.2%
1,2170.0%0.03%
-3.4%
Q4 2022$52,946
+1.8%
1,2170.0%0.03%
+3.6%
Q3 2022$52,000
-5.5%
1,2170.0%0.03%0.0%
Q2 2022$55,000
-5.2%
1,2170.0%0.03%
+16.7%
Q1 2022$58,000
-4.9%
1,2170.0%0.02%0.0%
Q4 2021$61,0000.0%1,2170.0%0.02%
-7.7%
Q3 2021$61,0000.0%1,2170.0%0.03%
+36.8%
Q2 2021$61,0000.0%1,2170.0%0.02%
+5.6%
Q1 2021$61,000
-1.6%
1,2170.0%0.02%
-5.3%
Q4 2020$62,0000.0%1,2170.0%0.02%
-9.5%
Q3 2020$62,000
-1.6%
1,2170.0%0.02%
-4.5%
Q2 2020$63,0000.0%1,2170.0%0.02%
-15.4%
Q1 2020$63,000
+3.3%
1,2170.0%0.03%
+44.4%
Q4 2019$61,0000.0%1,2170.0%0.02%
-5.3%
Q3 2019$61,0000.0%1,2170.0%0.02%
-5.0%
Q2 2019$61,000
+1.7%
1,2170.0%0.02%0.0%
Q1 2019$60,000
+1.7%
1,2170.0%0.02%0.0%
Q4 2018$59,0000.0%1,2170.0%0.02%
+25.0%
Q3 2018$59,0000.0%1,2170.0%0.02%
-5.9%
Q2 2018$59,0000.0%1,2170.0%0.02%0.0%
Q1 2018$59,000
-4.8%
1,2170.0%0.02%
-15.0%
Q1 2015$62,0000.0%1,2170.0%0.02%0.0%
Q4 2014$62,000
+1.6%
1,2170.0%0.02%0.0%
Q3 2014$61,0001,2170.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 11,331$473,4098.02%
Kelman-Lazarov, Inc. 402,084$16,799,0903.97%
Prosperity Planning, Inc. 157,392$6,575,8362.75%
Bigelow Investment Advisors, LLC 71,178$2,973,8041.71%
GUIDANCE CAPITAL, INC 89,772$3,662,6891.64%
Portland Global Advisors LLC 214,566$8,9651.50%
DMC Group, LLC 36,236$1,513,9401.42%
MYECFO, LLC 48,115$2,003,9781.39%
FORT PITT CAPITAL GROUP, LLC 784,468$32,775,0881.23%
Family Asset Management, LLC 24,684$1,031,2980.76%
View complete list of ISHARES TR shareholders