ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 428 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $599,866 | -21.1% | 27,217 | -18.0% | 0.04% | -18.5% |
| Q2 2023 | $760,322 | +35.4% | 33,202 | +38.3% | 0.05% | +35.0% |
| Q1 2023 | $561,429 | -18.6% | 24,013 | -20.9% | 0.04% | -24.5% |
| Q4 2022 | $690,037 | -22.6% | 30,371 | -22.5% | 0.05% | -28.4% |
| Q3 2022 | $892,000 | +49.9% | 39,210 | +57.6% | 0.07% | +57.4% |
| Q2 2022 | $595,000 | -26.8% | 24,886 | -23.7% | 0.05% | -13.0% |
| Q1 2022 | $813,000 | +5.9% | 32,627 | +13.4% | 0.05% | +8.0% |
| Q4 2021 | $768,000 | -3.0% | 28,768 | -3.4% | 0.05% | -19.4% |
| Q2 2021 | $792,000 | -13.4% | 29,790 | -14.7% | 0.06% | -29.5% |
| Q1 2021 | $915,000 | -2.2% | 34,927 | +1.6% | 0.09% | -9.3% |
| Q4 2020 | $936,000 | -22.8% | 34,377 | -20.7% | 0.10% | +4.3% |
| Q3 2020 | $1,212,000 | +93.0% | 43,357 | +93.4% | 0.09% | -1.1% |
| Q2 2020 | $628,000 | +13.2% | 22,424 | +4.9% | 0.09% | +34.3% |
| Q4 2019 | $555,000 | – | 21,376 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,074,661 | $320,341,000 | 14.96% |
| ERTS Wealth Advisors, LLC | 2,047,943 | $54,327,000 | 14.25% |
| CLIENT 1ST ADVISORY GROUP, LLC | 782,153 | $20,751,000 | 10.59% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,532,426 | $146,775,000 | 10.02% |
| Antonetti Capital Management LLC | 446,948 | $11,858,000 | 9.67% |
| Tri-Star Advisors Inc. | 719,695 | $19,079,000 | 8.38% |
| Williams Financial, LLC | 330,264 | $8,762,000 | 7.58% |
| Avondale Wealth Management | 288,128 | $7,644,000 | 7.46% |
| Legacy Financial Advisors, Inc. | 1,108,076 | $29,397,000 | 7.21% |
| Tennessee Valley Asset Management Partners | 672,062 | $17,830,000 | 6.77% |