United Asset Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
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%
8,9980.0%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%
8,8310.0%0.06%
+17.6%
Q3 2018$215,0008,8310.05%
Other shareholders
ISHARES TR shareholders Q1 2021
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