ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 96 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $932,000 | -19.0% | 33,269 | -24.9% | 0.32% | -38.6% |
| Q4 2019 | $1,150,000 | -1.5% | 44,326 | 0.0% | 0.51% | +1.2% |
| Q3 2019 | $1,167,000 | +6.6% | 44,326 | +4.5% | 0.51% | +11.2% |
| Q2 2019 | $1,095,000 | +14.1% | 42,420 | +11.5% | 0.46% | +11.5% |
| Q1 2019 | $960,000 | +2.5% | 38,031 | 0.0% | 0.41% | -4.2% |
| Q4 2018 | $937,000 | -5.0% | 38,031 | -6.1% | 0.43% | -5.7% |
| Q3 2018 | $986,000 | -1.1% | 40,490 | 0.0% | 0.45% | -7.6% |
| Q2 2018 | $997,000 | -0.3% | 40,490 | 0.0% | 0.49% | -4.3% |
| Q1 2018 | $1,000,000 | +11.2% | 40,490 | +12.9% | 0.51% | +11.8% |
| Q4 2017 | $899,000 | -0.7% | 35,863 | 0.0% | 0.46% | -7.1% |
| Q3 2017 | $905,000 | -0.1% | 35,863 | 0.0% | 0.49% | -4.1% |
| Q2 2017 | $906,000 | +0.9% | 35,863 | 0.0% | 0.51% | -3.9% |
| Q1 2017 | $898,000 | +3.8% | 35,863 | +3.3% | 0.54% | +3.5% |
| Q4 2016 | $865,000 | +2.2% | 34,707 | +7.0% | 0.52% | +25.8% |
| Q3 2016 | $846,000 | -0.6% | 32,432 | 0.0% | 0.41% | +5.1% |
| Q2 2016 | $851,000 | +13.5% | 32,432 | +11.6% | 0.39% | +8.9% |
| Q1 2016 | $750,000 | -2.3% | 29,063 | -5.2% | 0.36% | -7.9% |
| Q4 2015 | $768,000 | -1.4% | 30,644 | 0.0% | 0.39% | -10.3% |
| Q3 2015 | $779,000 | -5.5% | 30,644 | -7.0% | 0.44% | -21.8% |
| Q2 2015 | $824,000 | -2.0% | 32,933 | 0.0% | 0.56% | +3.9% |
| Q1 2015 | $841,000 | – | 32,933 | – | 0.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,074,661 | $320,341,000 | 14.96% |
| ERTS Wealth Advisors, LLC | 2,047,943 | $54,327,000 | 14.25% |
| CLIENT 1ST ADVISORY GROUP, LLC | 782,153 | $20,751,000 | 10.59% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,532,426 | $146,775,000 | 10.02% |
| Antonetti Capital Management LLC | 446,948 | $11,858,000 | 9.67% |
| Tri-Star Advisors Inc. | 719,695 | $19,079,000 | 8.38% |
| Williams Financial, LLC | 330,264 | $8,762,000 | 7.58% |
| Avondale Wealth Management | 288,128 | $7,644,000 | 7.46% |
| Legacy Financial Advisors, Inc. | 1,108,076 | $29,397,000 | 7.21% |
| Tennessee Valley Asset Management Partners | 672,062 | $17,830,000 | 6.77% |