Summit Rock Advisors, LP - ISHARES TR ownership

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
Summit Rock Advisors, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$13,900,000497,3126.43%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Model Capital Management LLC 3,711,926$97,215,00020.39%
CLIENT 1ST ADVISORY GROUP, LLC 711,188$18,626,00010.66%
Tri-Star Advisors Inc. 804,562$21,216,00010.25%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,994,164$130,797,0009.51%
Spectrum Planning & Advisory Services Inc. 328,118$8,593,0008.83%
Stewardship Advisors, LLC 819,307$21,458,0008.44%
Copperleaf Capital, LLC 301,457$7,895,0008.43%
MA Private Wealth 1,481,236$38,794,0008.09%
ONE Advisory Partners, LLC 464,819$12,174,0007.99%
Williams Financial, LLC 352,019$9,219,0007.96%
View complete list of ISHARES TR shareholders