Mariner, 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
Mariner, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,215,062
-22.4%
327,343
-19.3%
0.02%
-24.0%
Q2 2023$9,293,874
+100211.6%
405,857
+2.4%
0.02%
-7.4%
Q1 2023$9,265
+45.0%
396,269
+40.9%
0.03%
+28.6%
Q4 2022$6,389
-99.8%
281,182
+132.4%
0.02%
+90.9%
Q3 2022$2,754,000
+2.4%
121,006
+7.5%
0.01%0.0%
Q2 2022$2,690,000
-23.5%
112,544
-20.2%
0.01%
-15.4%
Q1 2022$3,516,000
+48.4%
141,117
+58.9%
0.01%
+30.0%
Q4 2021$2,369,000
+367.3%
88,791
+364.7%
0.01%
+233.3%
Q3 2021$507,000
+38.1%
19,107
+36.3%
0.00%0.0%
Q1 2021$367,000
-30.4%
14,022
-27.5%
0.00%
-25.0%
Q4 2020$527,000
+60.2%
19,336
+64.4%
0.00%
+33.3%
Q3 2020$329,000
-27.2%
11,761
-27.2%
0.00%
-40.0%
Q2 2020$452,000
-8.5%
16,156
-9.0%
0.01%
-16.7%
Q1 2020$494,000
+31.0%
17,752
+22.3%
0.01%
+50.0%
Q4 2019$377,00014,5180.00%
Other shareholders
ISHARES TR shareholders Q3 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