DONALDSON CAPITAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
DONALDSON CAPITAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$602,115
-57.6%
27,319
-55.9%
0.03%
-56.9%
Q2 2023$1,418,467
-8.4%
61,942
-6.5%
0.06%
-11.0%
Q1 2023$1,548,176
+4.9%
66,218
+1.9%
0.07%
+1.4%
Q4 2022$1,476,216
-9.3%
64,974
-9.1%
0.07%
-19.1%
Q3 2022$1,627,000
-5.6%
71,473
-0.9%
0.09%0.0%
Q2 2022$1,724,000
-8.2%
72,134
-4.3%
0.09%
+3.5%
Q1 2022$1,878,000
+0.4%
75,382
+7.6%
0.09%
+4.9%
Q4 2021$1,870,000
-10.5%
70,085
-11.0%
0.08%
-21.9%
Q3 2021$2,089,000
-2.9%
78,733
-2.6%
0.10%
-4.5%
Q2 2021$2,151,000
+2.8%
80,854
+1.2%
0.11%
-4.3%
Q1 2021$2,092,000
-27.5%
79,891
-24.6%
0.12%
-32.7%
Q4 2020$2,886,000
-48.3%
105,957
-47.0%
0.17%
-54.6%
Q3 2020$5,583,000
-52.0%
199,762
-51.9%
0.38%
-55.4%
Q2 2020$11,635,000
+23.2%
415,693
+23.3%
0.84%
+2.4%
Q1 2020$9,447,000
+849.4%
337,275
+779.0%
0.82%
+1131.3%
Q4 2019$995,000
+1.8%
38,372
+3.4%
0.07%
-6.9%
Q3 2019$977,00037,0990.07%
Other shareholders
ISHARES TR shareholders Q3 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