ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 677 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.86 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $163,511 | +86.0% | 7,245 | +87.6% | 0.00% | +100.0% |
| Q1 2024 | $87,919 | -2.9% | 3,861 | -1.8% | 0.00% | 0.0% |
| Q4 2023 | $90,543 | -27.8% | 3,930 | -30.9% | 0.00% | -33.3% |
| Q3 2023 | $125,356 | -85.6% | 5,688 | -85.0% | 0.00% | -87.0% |
| Q2 2023 | $869,192 | -0.8% | 37,956 | +1.3% | 0.02% | -8.0% |
| Q1 2023 | $876,035 | +170667.1% | 37,469 | +65.8% | 0.02% | +66.7% |
| Q4 2022 | $513 | -100.0% | 22,595 | -51.4% | 0.02% | -54.5% |
| Q3 2022 | $1,057,000 | +34.0% | 46,455 | +40.7% | 0.03% | +50.0% |
| Q2 2022 | $789,000 | +20.5% | 33,006 | +25.4% | 0.02% | +37.5% |
| Q1 2022 | $655,000 | -4.1% | 26,312 | +2.8% | 0.02% | 0.0% |
| Q4 2021 | $683,000 | +29.6% | 25,599 | +28.7% | 0.02% | +14.3% |
| Q3 2021 | $527,000 | -18.0% | 19,895 | -17.7% | 0.01% | -17.6% |
| Q2 2021 | $643,000 | +5.8% | 24,183 | +4.1% | 0.02% | 0.0% |
| Q1 2021 | $608,000 | +22.8% | 23,224 | +27.9% | 0.02% | +6.2% |
| Q4 2020 | $495,000 | +1.6% | 18,153 | +4.1% | 0.02% | -15.8% |
| Q3 2020 | $487,000 | – | 17,439 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 9,519,220 | $253,211,000 | 14.13% |
| CLIENT 1ST ADVISORY GROUP, LLC | 830,465 | $22,090,000 | 11.46% |
| ERTS Wealth Advisors, LLC | 1,504,860 | $40,030,000 | 10.83% |
| Tri-Star Advisors Inc. | 872,786 | $23,216,000 | 10.45% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,370,698 | $142,861,000 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 342,978 | $9,123,000 | 8.77% |
| Williams Financial, LLC | 403,197 | $10,725,000 | 8.72% |
| High Falls Advisors, Inc | 1,140,674 | $30,342,000 | 8.16% |
| ONE Advisory Partners, LLC | 486,875 | $12,951,000 | 7.96% |
| Copperleaf Capital, LLC | 302,625 | $8,050,000 | 7.88% |