B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

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
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,844,403
-77.7%
83,684
-76.8%
0.05%
-73.1%
Q2 2023$8,271,232
+6.5%
361,189
+8.8%
0.19%
-10.1%
Q1 2023$7,764,440
+74.7%
332,098
+69.8%
0.21%
+65.6%
Q4 2022$4,444,500
-67.1%
195,621
-67.0%
0.12%
-69.4%
Q3 2022$13,508,000
+12.2%
593,484
+17.8%
0.41%
-19.5%
Q2 2022$12,044,000
-7.0%
503,912
-3.1%
0.51%
+19.6%
Q1 2022$12,951,000
-0.5%
519,900
+6.6%
0.42%
+13.1%
Q4 2021$13,018,000
+4.9%
487,927
+4.3%
0.38%
-5.1%
Q3 2021$12,414,000
-15.3%
467,895
-15.0%
0.40%
-17.0%
Q2 2021$14,649,000
+12.5%
550,683
+10.7%
0.48%
+3.3%
Q1 2021$13,027,000
+69.5%
497,371
+76.3%
0.46%
+12.2%
Q4 2020$7,687,000
-9.4%
282,186
-7.0%
0.41%
-9.1%
Q3 2020$8,486,000
+7.1%
303,588
+7.3%
0.45%
-14.6%
Q2 2020$7,922,000
-21.1%
283,011
-21.1%
0.53%
-38.3%
Q1 2020$10,043,000
+11.5%
358,517
+3.3%
0.86%
+11.9%
Q4 2019$9,004,000
+137.0%
347,098
+140.5%
0.77%
+104.8%
Q3 2019$3,799,000
+205.9%
144,308
+200.0%
0.37%
+175.0%
Q2 2019$1,242,000
+102.6%
48,098
+98.4%
0.14%
+76.6%
Q1 2019$613,00024,2490.08%
Other shareholders
ISHARES TR shareholders Q1 2023
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