Asset Dedication, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 184 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$836
+83500.0%
370.0%0.00%
Q1 2024$10.0%370.0%0.00%
Q4 2023$10.0%370.0%0.00%
Q3 2023$10.0%370.0%0.00%
Q2 2023$1
-50.0%
37
-60.2%
0.00%
Q1 2023$2
-99.8%
93
+121.4%
0.00%
Q3 2020$1,00042
+740.0%
0.00%
Q3 2018$0
-100.0%
5
-90.6%
0.00%
Q1 2018$1,000
-97.6%
53
-96.9%
0.00%
-100.0%
Q1 2017$42,000
-80.8%
1,683
-80.9%
0.02%
-81.9%
Q4 2016$219,000
-29.4%
8,798
-26.0%
0.13%
-35.2%
Q3 2016$310,000
-1.0%
11,894
+0.1%
0.20%
-9.7%
Q2 2016$313,000
+3.0%
11,884
+0.8%
0.22%
-3.1%
Q1 2016$304,00011,7950.22%
Other shareholders
ISHARES TR shareholders Q3 2018
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