STEEL GROVE CAPITAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 570 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
STEEL GROVE CAPITAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$460,000
-12.9%
18,458
-6.7%
0.07%
-30.8%
Q4 2021$528,000
-17.1%
19,792
-17.6%
0.10%
-28.3%
Q3 2021$637,000
-5.1%
24,020
-4.7%
0.14%
-21.2%
Q2 2021$671,000
-0.6%
25,208
-2.2%
0.18%
-16.4%
Q1 2021$675,000
-17.7%
25,778
-14.3%
0.22%
-17.9%
Q4 2020$820,000
-70.3%
30,088
-69.5%
0.27%
-76.2%
Q3 2020$2,762,000
+245.7%
98,809
+246.1%
1.12%
+214.0%
Q2 2020$799,00028,5490.36%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Jordan Park Group LLC 9,519,220$253,211,00014.13%
CLIENT 1ST ADVISORY GROUP, LLC 830,465$22,090,00011.46%
ERTS Wealth Advisors, LLC 1,504,860$40,030,00010.83%
Tri-Star Advisors Inc. 872,786$23,216,00010.45%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,370,698$142,861,0009.67%
Spectrum Planning & Advisory Services Inc. 342,978$9,123,0008.77%
Williams Financial, LLC 403,197$10,725,0008.72%
High Falls Advisors, Inc 1,140,674$30,342,0008.16%
ONE Advisory Partners, LLC 486,875$12,951,0007.96%
Copperleaf Capital, LLC 302,625$8,050,0007.88%
View complete list of ISHARES TR shareholders