WBH ADVISORY INC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.

Quarter-by-quarter ownership
WBH ADVISORY INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,676,884
+9.7%
71,723
+6.7%
0.21%
-5.4%
Q3 2022$1,529,000
+97.8%
67,194
+107.5%
0.22%
+114.6%
Q2 2022$773,000
+5.7%
32,382
+7.4%
0.10%
+14.4%
Q1 2022$731,00030,1610.09%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,074,661$320,341,00014.96%
ERTS Wealth Advisors, LLC 2,047,943$54,327,00014.25%
CLIENT 1ST ADVISORY GROUP, LLC 782,153$20,751,00010.59%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,532,426$146,775,00010.02%
Antonetti Capital Management LLC 446,948$11,858,0009.67%
Tri-Star Advisors Inc. 719,695$19,079,0008.38%
Williams Financial, LLC 330,264$8,762,0007.58%
Avondale Wealth Management 288,128$7,644,0007.46%
Legacy Financial Advisors, Inc. 1,108,076$29,397,0007.21%
Tennessee Valley Asset Management Partners 672,062$17,830,0006.77%
View complete list of ISHARES TR shareholders