DONALDSON CAPITAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

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 Q2 2022
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