McKinley Carter Wealth Services, 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
McKinley Carter Wealth Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$25,247,146
+1.2%
1,145,515
+5.2%
2.01%
+7.3%
Q2 2023$24,937,790
+1.3%
1,088,986
+3.4%
1.87%
-2.7%
Q1 2023$24,612,228
+22.0%
1,052,704
+18.6%
1.92%
+12.6%
Q4 2022$20,172,749
-8.2%
887,885
-8.0%
1.71%
-16.4%
Q3 2022$21,975,000
-3.8%
965,488
+1.0%
2.04%
+1.0%
Q2 2022$22,846,000
+4.9%
955,880
+9.3%
2.02%
+18.7%
Q1 2022$21,782,000
+103.1%
874,440
+117.6%
1.70%
+113.0%
Q4 2021$10,723,000
+9.8%
401,901
+9.2%
0.80%
-0.1%
Q3 2021$9,766,000
+33.1%
368,117
+33.5%
0.80%
+32.0%
Q2 2021$7,336,000
-86.1%
275,771
-86.3%
0.61%
-86.5%
Q1 2021$52,713,000
+814.2%
2,012,714
+850.8%
4.51%
+496.2%
Q4 2020$5,766,000211,6790.76%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders