Avidian Wealth Solutions, LLC - ISHARES TR ownership

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
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$207,405
-62.4%
9,109
-63.6%
0.01%
-74.4%
Q3 2023$551,652
-85.1%
25,030
-84.6%
0.04%
-84.0%
Q2 2023$3,711,864
+54.0%
162,090
+57.2%
0.24%
+84.1%
Q1 2023$2,410,803
-64.9%
103,114
-65.9%
0.13%
-70.5%
Q4 2022$6,874,217
+67.8%
302,562
+68.1%
0.45%
+51.4%
Q3 2022$4,097,000
-7.2%
180,029
-2.5%
0.30%
-5.1%
Q2 2022$4,415,000
-10.2%
184,733
-6.4%
0.31%
+3.7%
Q1 2022$4,918,000
-18.5%
197,436
-12.8%
0.30%
-19.9%
Q4 2021$6,038,000
+95.1%
226,323
+94.0%
0.38%
+59.3%
Q3 2021$3,095,000
-29.1%
116,670
-28.9%
0.24%
-29.6%
Q2 2021$4,366,000
+2.4%
164,126
+0.9%
0.34%
-7.7%
Q1 2021$4,262,000
-3.8%
162,717
+0.0%
0.36%
-13.6%
Q4 2020$4,432,000
-50.2%
162,705
-48.9%
0.42%
-38.1%
Q3 2020$8,908,000
+163.1%
318,714
+163.5%
0.68%
+48.4%
Q2 2020$3,386,000
+5.3%
120,973
+5.4%
0.46%
-11.4%
Q1 2020$3,215,000
+88.5%
114,792
+74.5%
0.52%
+113.2%
Q4 2019$1,706,000
+25.7%
65,779
+27.6%
0.24%
+8.0%
Q3 2019$1,357,00051,5360.22%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Jordan Park Group LLC 9,519,220$253,211,00014.13%
CLIENT 1ST ADVISORY GROUP, LLC 830,465$22,090,00011.46%
ERTS Wealth Advisors, LLC 1,504,860$40,030,00010.83%
Tri-Star Advisors Inc. 872,786$23,216,00010.45%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,370,698$142,861,0009.67%
Spectrum Planning & Advisory Services Inc. 342,978$9,123,0008.77%
Williams Financial, LLC 403,197$10,725,0008.72%
High Falls Advisors, Inc 1,140,674$30,342,0008.16%
ONE Advisory Partners, LLC 486,875$12,951,0007.96%
Copperleaf Capital, LLC 302,625$8,050,0007.88%
View complete list of ISHARES TR shareholders