ACG Wealth - 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
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 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