ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,014 | -92.9% | 46 | -92.6% | 0.00% | -100.0% |
| Q2 2023 | $14,267 | -2.1% | 623 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14,566 | -34.7% | 623 | -36.6% | 0.00% | -33.3% |
| Q4 2022 | $22,311 | +1.4% | 982 | +1.9% | 0.00% | -25.0% |
| Q3 2022 | $22,000 | +22.2% | 964 | +25.5% | 0.00% | +33.3% |
| Q2 2022 | $18,000 | +20.0% | 768 | +24.7% | 0.00% | +50.0% |
| Q1 2022 | $15,000 | -6.2% | 616 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $16,000 | +220.0% | 616 | +252.0% | 0.00% | +100.0% |
| Q3 2021 | $5,000 | – | 175 | +993.8% | 0.00% | – |
| Q2 2021 | $0 | – | 16 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 16 | -93.6% | 0.00% | -100.0% |
| Q4 2020 | $7,000 | -30.0% | 249 | -29.9% | 0.00% | -50.0% |
| Q3 2020 | $10,000 | 0.0% | 355 | -5.3% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | -23.1% | 375 | -16.7% | 0.00% | -33.3% |
| Q1 2020 | $13,000 | – | 450 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Model Capital Management LLC | 3,711,926 | $97,215,000 | 20.39% |
| CLIENT 1ST ADVISORY GROUP, LLC | 711,188 | $18,626,000 | 10.66% |
| Tri-Star Advisors Inc. | 804,562 | $21,216,000 | 10.25% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 4,994,164 | $130,797,000 | 9.51% |
| Spectrum Planning & Advisory Services Inc. | 328,118 | $8,593,000 | 8.83% |
| Stewardship Advisors, LLC | 819,307 | $21,458,000 | 8.44% |
| Copperleaf Capital, LLC | 301,457 | $7,895,000 | 8.43% |
| MA Private Wealth | 1,481,236 | $38,794,000 | 8.09% |
| ONE Advisory Partners, LLC | 464,819 | $12,174,000 | 7.99% |
| Williams Financial, LLC | 352,019 | $9,219,000 | 7.96% |