Clean Yield Group - 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
Clean Yield Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$599,624
+16.4%
27,200
+20.9%
0.27%
+25.5%
Q2 2023$515,250
-18.4%
22,500
-16.7%
0.21%
-21.2%
Q1 2023$631,260
+131.5%
27,000
+125.0%
0.27%
+129.9%
Q4 2022$272,640
+2172.0%
12,000
+2415.7%
0.12%
+2825.0%
Q1 2022$12,0004770.00%
Other shareholders
ISHARES TR shareholders Q1 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