STRATEGY ASSET MANAGERS LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
STRATEGY ASSET MANAGERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$208,314
-3.5%
9,452
+0.2%
0.05%
+12.5%
Q2 2023$215,976
-1.7%
9,431
+0.4%
0.05%
-11.1%
Q1 2023$219,725
+103057.3%
9,398
+0.2%
0.05%0.0%
Q4 2022$213
-99.9%
9,378
-37.5%
0.05%
-41.9%
Q3 2022$341,000
-43.0%
14,996
-37.5%
0.09%
-27.9%
Q1 2022$598,000
-11.4%
23,995
-5.7%
0.13%
-14.0%
Q3 2021$675,000
+7.8%
25,454
+8.1%
0.15%
+13.6%
Q2 2021$626,000
+32.3%
23,536
+30.1%
0.13%
+22.2%
Q1 2021$473,000
+15.4%
18,084
+20.2%
0.11%
+10.2%
Q4 2020$410,000
-22.8%
15,046
-20.8%
0.10%
-29.0%
Q3 2020$531,000
-8.9%
19,003
-8.7%
0.14%
-11.5%
Q2 2020$583,000
+23.8%
20,814
+23.7%
0.16%
+2.6%
Q1 2020$471,000
-3.7%
16,826
-10.7%
0.15%
+25.6%
Q4 2019$489,00018,8350.12%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders