Gradient Investments LLC - 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
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,707
+59.8%
1,121
+66.1%
0.00%
Q2 2023$15,458
-78.8%
675
-78.4%
0.00%
-100.0%
Q1 2023$73,039
-22.3%
3,124
-24.5%
0.00%
-33.3%
Q4 2022$93,993
+839.9%
4,137
+939.4%
0.00%
Q2 2022$10,000
+25.0%
398
+20.6%
0.00%
Q1 2022$8,000
-85.7%
330
-84.4%
0.00%
-100.0%
Q3 2021$56,000
+30.2%
2,113
+30.2%
0.00%
+100.0%
Q2 2021$43,000
+760.0%
1,623
+728.1%
0.00%
Q4 2020$5,0000.0%1960.0%0.00%
Q3 2020$5,000
-16.7%
196
-2.5%
0.00%
Q2 2020$6,000
-25.0%
201
-29.5%
0.00%
Q1 2020$8,000
+60.0%
285
+41.8%
0.00%
Q4 2019$5,0000.0%2010.0%0.00%
Q3 2019$5,000
-83.9%
201
-83.2%
0.00%
-100.0%
Q2 2019$31,000
+520.0%
1,200
+458.1%
0.00%
Q1 2019$5,000
-58.3%
215
-56.4%
0.00%
-100.0%
Q4 2018$12,000
+300.0%
493
+310.8%
0.00%
Q3 2018$3,000
-50.0%
120
-50.8%
0.00%
Q2 2018$6,000
+20.0%
244
+13.0%
0.00%
Q1 2018$5,000
-98.8%
216
-98.7%
0.00%
-100.0%
Q4 2017$406,000
+10050.0%
16,172
+10609.9%
0.02%
Q2 2017$4,000
-89.7%
151
-90.4%
0.00%
-100.0%
Q4 2015$39,0001,5750.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders