Advisors Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 14 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Advisors Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$125,981
-6.2%
5,716
-2.5%
0.00%0.0%
Q2 2023$134,240
-3.4%
5,862
-1.4%
0.00%0.0%
Q1 2023$138,947
+9.1%
5,943
+6.0%
0.00%0.0%
Q4 2022$127,346
+127.4%
5,605
+128.0%
0.00%
+200.0%
Q3 2022$56,0002,4580.00%
Other shareholders
ISHARES TR shareholders Q4 2023
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