ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 437 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $275,000 | -80.4% | 10,111 | -79.9% | 0.04% | -83.3% |
| Q3 2020 | $1,404,000 | -18.3% | 50,230 | -18.2% | 0.26% | -23.9% |
| Q2 2020 | $1,719,000 | +28.0% | 61,402 | +28.1% | 0.34% | +1.8% |
| Q1 2020 | $1,343,000 | +3.5% | 47,936 | -4.1% | 0.33% | +32.1% |
| Q4 2019 | $1,297,000 | +447.3% | 49,994 | +455.6% | 0.25% | +384.6% |
| Q3 2019 | $237,000 | +2.2% | 8,998 | 0.0% | 0.05% | -1.9% |
| Q2 2019 | $232,000 | +1.8% | 8,998 | -0.4% | 0.05% | -1.9% |
| Q1 2019 | $228,000 | +4.6% | 9,031 | +2.3% | 0.05% | -10.0% |
| Q4 2018 | $218,000 | +1.4% | 8,831 | 0.0% | 0.06% | +17.6% |
| Q3 2018 | $215,000 | – | 8,831 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,074,661 | $320,341,000 | 14.96% |
| ERTS Wealth Advisors, LLC | 2,047,943 | $54,327,000 | 14.25% |
| CLIENT 1ST ADVISORY GROUP, LLC | 782,153 | $20,751,000 | 10.59% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,532,426 | $146,775,000 | 10.02% |
| Antonetti Capital Management LLC | 446,948 | $11,858,000 | 9.67% |
| Tri-Star Advisors Inc. | 719,695 | $19,079,000 | 8.38% |
| Williams Financial, LLC | 330,264 | $8,762,000 | 7.58% |
| Avondale Wealth Management | 288,128 | $7,644,000 | 7.46% |
| Legacy Financial Advisors, Inc. | 1,108,076 | $29,397,000 | 7.21% |
| Tennessee Valley Asset Management Partners | 672,062 | $17,830,000 | 6.77% |