ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,817 | -4.6% | 168 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 168 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | -84.0% | 168 | -83.2% | 0.00% | -85.7% |
| Q1 2022 | $25,000 | -40.5% | 999 | -36.9% | 0.01% | -30.0% |
| Q4 2021 | $42,000 | 0.0% | 1,584 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $42,000 | 0.0% | 1,584 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $42,000 | +2.4% | 1,584 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $41,000 | -77.7% | 1,584 | -77.4% | 0.01% | -80.0% |
| Q3 2019 | $184,000 | +1.7% | 7,000 | 0.0% | 0.06% | +1.7% |
| Q2 2019 | $181,000 | +2.3% | 7,000 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $177,000 | +2.3% | 7,000 | 0.0% | 0.06% | -3.2% |
| Q4 2018 | $173,000 | +1.8% | 7,000 | 0.0% | 0.06% | +5.1% |
| Q3 2018 | $170,000 | -1.2% | 7,000 | 0.0% | 0.06% | -7.8% |
| Q2 2018 | $172,000 | – | 7,000 | – | 0.06% | – |
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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% |