Stelac Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 14 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Stelac Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$747,054
-3.7%
33,8800.0%0.41%
+17.6%
Q2 2023$775,852
+346.0%
33,880
+355.4%
0.35%
+355.3%
Q1 2023$173,947
+2.9%
7,4400.0%0.08%
-1.3%
Q4 2022$169,037
+0.0%
7,4400.0%0.08%0.0%
Q3 2022$169,000
-5.1%
7,4400.0%0.08%
+6.9%
Q2 2022$178,000
-4.8%
7,4400.0%0.07%
+7.5%
Q1 2022$187,000
-56.1%
7,440
-53.4%
0.07%
-41.7%
Q4 2021$426,000
+0.7%
15,9550.0%0.12%
+0.9%
Q3 2021$423,000
+16.9%
15,955
+17.0%
0.11%
+37.3%
Q2 2021$362,000
-60.2%
13,634
-59.0%
0.08%
-64.7%
Q4 2020$909,000
-1.0%
33,229
+1.1%
0.24%
-24.9%
Q3 2020$918,000
+33.8%
32,854
+34.0%
0.31%
+17.7%
Q2 2020$686,000
+217.6%
24,519
+218.4%
0.27%
+155.8%
Q1 2020$216,000
-30.1%
7,700
-35.4%
0.10%
-53.4%
Q4 2019$309,000
+178.4%
11,928
+182.1%
0.22%
+182.3%
Q3 2019$111,0004,2280.08%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders