ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| Antonetti Capital Management LLC | 545,022 | $12,742,613 | 18.50% |
| Spectrum Asset Management, Inc. (NB/CA) | 1,225,801 | $28,659,239 | 14.18% |
| Nationwide Fund Advisors | 5,310,252 | $124,153,692 | 12.50% |
| ACCESS FINANCIAL SERVICES, INC. | 746,293 | $17,448,330 | 10.60% |
| ERTS Wealth Advisors, LLC | 1,855,616 | $43,384,295 | 10.51% |
| SCS Capital Management LLC | 13,479,432 | $315,148,992 | 9.28% |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 763,991 | $17,862,110 | 7.36% |
| ALTERNA WEALTH MANAGEMENT, INC | 224,659 | $5,252,527 | 6.58% |
| FFG RETIREMENT ADVISORS LLC | 320,731 | $7,498,691 | 6.42% |
| Williams Financial, LLC | 337,372 | $7,887,768 | 6.16% |