ACG Wealth - 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
ACG Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$34,000
-84.2%
1,405
-82.2%
0.01%
-76.7%
Q4 2020$215,000
-1.8%
7,879
+0.5%
0.03%
-9.1%
Q3 2020$219,000
-9.9%
7,840
-9.6%
0.03%
-17.5%
Q2 2020$243,000
-5.4%
8,675
-5.4%
0.04%
-16.7%
Q1 2020$257,000
-2.3%
9,172
-9.6%
0.05%
+23.1%
Q4 2019$263,000
-8.0%
10,147
-6.5%
0.04%
-7.1%
Q3 2019$286,000
-0.7%
10,847
-2.7%
0.04%
+7.7%
Q2 2019$288,000
+2.5%
11,143
+0.0%
0.04%
+2.6%
Q1 2019$281,000
+39.8%
11,140
+36.7%
0.04%
+26.7%
Q1 2018$201,000
-9.9%
8,152
-8.5%
0.03%
-9.1%
Q4 2017$223,000
-20.9%
8,906
-20.3%
0.03%
-32.7%
Q3 2017$282,000
-35.5%
11,169
-35.3%
0.05%
-31.9%
Q2 2017$437,00017,2650.07%
Other shareholders
ISHARES TR shareholders Q3 2023
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