Capital Directions Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Capital Directions Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$16,000
-5.9%
0
-100.0%
0.01%0.0%
Q2 2022$17,0000.0%6950.0%0.01%
+20.0%
Q1 2022$17,000
-81.9%
695
-80.5%
0.01%
-82.8%
Q3 2021$94,000
+422.2%
3,560
+412.2%
0.03%
+480.0%
Q2 2021$18,000
-5.3%
6950.0%0.01%
-16.7%
Q4 2020$19,0000.0%6950.0%0.01%
-14.3%
Q3 2020$19,0000.0%6950.0%0.01%
-12.5%
Q2 2020$19,0000.0%6950.0%0.01%0.0%
Q1 2020$19,000
+5.6%
6950.0%0.01%
+33.3%
Q4 2019$18,000
-25.0%
695
-24.9%
0.01%
-25.0%
Q2 2019$24,0009260.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders