Ascent Wealth Partners, LLC - 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
Ascent Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$302,874
-5.5%
13,742
-1.9%
0.06%0.0%
Q2 2023$320,668
+1.6%
14,003
+3.8%
0.06%
-11.1%
Q1 2023$315,466
+0.8%
13,493
-2.0%
0.06%
-6.0%
Q4 2022$312,854
-1.6%
13,770
-1.5%
0.07%
-11.8%
Q3 2022$318,00013,9790.08%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders