ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $13,900,000 | – | 497,312 | – | 6.43% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Model Capital Management LLC | 3,711,926 | $97,215,000 | 20.39% |
CLIENT 1ST ADVISORY GROUP, LLC | 711,188 | $18,626,000 | 10.66% |
Tri-Star Advisors Inc. | 804,562 | $21,216,000 | 10.25% |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 4,994,164 | $130,797,000 | 9.51% |
Spectrum Planning & Advisory Services Inc. | 328,118 | $8,593,000 | 8.83% |
Stewardship Advisors, LLC | 819,307 | $21,458,000 | 8.44% |
Copperleaf Capital, LLC | 301,457 | $7,895,000 | 8.43% |
MA Private Wealth | 1,481,236 | $38,794,000 | 8.09% |
ONE Advisory Partners, LLC | 464,819 | $12,174,000 | 7.99% |
Williams Financial, LLC | 352,019 | $9,219,000 | 7.96% |