W.G. Shaheen & Associates DBA Whitney & Co - ISHARES TR ownership

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ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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Quarter-by-quarter ownership
W.G. Shaheen & Associates DBA Whitney & Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$254,000
-4.9%
11,1800.0%0.05%0.0%
Q2 2022$267,000
-4.0%
11,1800.0%0.05%
+14.0%
Q1 2022$278,000
-6.7%
11,1800.0%0.04%
-2.3%
Q4 2021$298,000
+0.3%
11,1800.0%0.04%
-6.4%
Q3 2021$297,0000.0%11,1800.0%0.05%0.0%
Q2 2021$297,000
+1.4%
11,1800.0%0.05%
-7.8%
Q1 2021$293,000
-3.6%
11,1800.0%0.05%
+4.1%
Q4 2020$304,000
-2.6%
11,1800.0%0.05%
-15.5%
Q3 2020$312,000
-0.3%
11,1800.0%0.06%
-9.4%
Q2 2020$313,0000.0%11,1800.0%0.06%
-16.9%
Q1 2020$313,000
+7.9%
11,1800.0%0.08%
+32.8%
Q4 2019$290,000
-0.7%
11,1800.0%0.06%
-4.9%
Q3 2019$292,000
+1.0%
11,1800.0%0.06%
-6.2%
Q2 2019$289,000
+2.8%
11,1800.0%0.06%
+1.6%
Q1 2019$281,000
+1.4%
11,1800.0%0.06%
-9.9%
Q4 2018$277,000
+3.0%
11,1800.0%0.07%
+9.2%
Q3 2018$269,000
-2.2%
11,1800.0%0.06%
-11.0%
Q2 2018$275,000
-0.4%
11,1800.0%0.07%
-7.6%
Q1 2018$276,000
-1.4%
11,1800.0%0.08%
-2.5%
Q4 2017$280,000–11,180–0.08%–
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Other shareholders
ISHARES TR shareholders Q3 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