ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 168 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,674 | -3.8% | 938 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $21,480 | -2.1% | 938 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,930 | +2.9% | 938 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $21,311 | -42.4% | 938 | -42.0% | 0.00% | 0.0% |
| Q3 2022 | $37,000 | +68.2% | 1,618 | +78.6% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -65.6% | 906 | -64.6% | 0.00% | -50.0% |
| Q1 2022 | $64,000 | +166.7% | 2,562 | +183.1% | 0.00% | +100.0% |
| Q4 2021 | $24,000 | 0.0% | 905 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | 0.0% | 905 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | 0.0% | 905 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | -50.0% | 905 | -48.2% | 0.00% | -50.0% |
| Q4 2020 | $48,000 | +6.7% | 1,746 | +9.0% | 0.00% | 0.0% |
| Q3 2020 | $45,000 | +164.7% | 1,602 | +161.3% | 0.00% | +100.0% |
| Q2 2020 | $17,000 | -80.9% | 613 | -80.8% | 0.00% | -87.5% |
| Q1 2020 | $89,000 | -30.5% | 3,193 | -35.4% | 0.01% | -11.1% |
| Q4 2019 | $128,000 | +16.4% | 4,943 | +18.5% | 0.01% | 0.0% |
| Q3 2019 | $110,000 | +2.8% | 4,173 | +0.4% | 0.01% | 0.0% |
| Q2 2019 | $107,000 | +67.2% | 4,155 | +64.2% | 0.01% | +80.0% |
| Q1 2019 | $64,000 | -7.2% | 2,531 | -9.9% | 0.01% | -16.7% |
| Q4 2018 | $69,000 | +81.6% | 2,810 | +78.3% | 0.01% | +50.0% |
| Q3 2018 | $38,000 | -22.4% | 1,576 | -21.0% | 0.00% | -20.0% |
| Q2 2018 | $49,000 | +28.9% | 1,995 | +30.4% | 0.01% | +25.0% |
| Q1 2018 | $38,000 | – | 1,530 | – | 0.00% | – |
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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% |