J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
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$555,00021,3760.07%
Other shareholders
ISHARES TR shareholders Q4 2020
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