ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $797,634 | -5.7% | 36,190 | -2.1% | 0.52% | -6.3% |
| Q2 2023 | $846,178 | +26.6% | 36,951 | +29.2% | 0.56% | +10.1% |
| Q1 2023 | $668,434 | +4.2% | 28,590 | +1.3% | 0.50% | +4.8% |
| Q4 2022 | $641,454 | -0.2% | 28,233 | -0.0% | 0.48% | -16.6% |
| Q3 2022 | $643,000 | -10.8% | 28,238 | -6.3% | 0.58% | +7.9% |
| Q2 2022 | $721,000 | -4.2% | 30,150 | -0.3% | 0.54% | +9.2% |
| Q1 2022 | $753,000 | +4.7% | 30,247 | +9.8% | 0.49% | +3.8% |
| Q4 2021 | $719,000 | +2.4% | 27,543 | +4.2% | 0.47% | -5.8% |
| Q3 2021 | $702,000 | +9.2% | 26,443 | +9.4% | 0.50% | +12.8% |
| Q2 2021 | $643,000 | +45.5% | 24,178 | +43.3% | 0.44% | +24.4% |
| Q1 2021 | $442,000 | +5.5% | 16,875 | +9.7% | 0.36% | -3.5% |
| Q4 2020 | $419,000 | +83.0% | 15,377 | +87.6% | 0.37% | +105.6% |
| Q3 2020 | $229,000 | – | 8,196 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Antonetti Capital Management LLC | 534,175 | $11,773,224 | 18.39% |
| Hoese & Co LLP | 765,533 | $16,864,576 | 17.28% |
| Heirloom Wealth Management | 1,591,598 | $35,078,820 | 15.59% |
| Nationwide Fund Advisors | 5,761,302 | $126,979,096 | 13.88% |
| Fund Evaluation Group, LLC | 5,855,554 | $129,056 | 11.47% |
| ERTS Wealth Advisors, LLC | 2,119,842 | $46,721,315 | 11.25% |
| Crane Advisory, LLC | 1,895,834 | $41,641,995 | 10.44% |
| Cook Wealth, LLC | 620,159 | $13,519,466 | 10.37% |
| ACCESS FINANCIAL SERVICES, INC. | 757,595 | $16,697,394 | 10.00% |
| Spectrum Asset Management, Inc. (NB/CA) | 785,340 | $17,308,900 | 9.09% |