MCDONALD PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 567 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.1%.

Quarter-by-quarter ownership
MCDONALD PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$243,000
-4.0%
10,1750.0%0.06%
+12.7%
Q1 2022$253,000
-99.9%
10,175
+14.8%
0.06%
-74.9%
Q4 2021$236,416,000
+82274.9%
8,861
-18.0%
0.22%
+226.9%
Q3 2021$287,0000.0%10,806
+0.0%
0.07%
-1.5%
Q2 2021$287,0000.0%10,805
-1.4%
0.07%
-8.1%
Q1 2021$287,000
-8.0%
10,963
-4.4%
0.07%
-15.9%
Q4 2020$312,00011,4630.09%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders