Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 567 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.1%.

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 Q3 2022
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders