Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$557,957
+35712.4%
25,316
-62.8%
0.10%
-29.7%
Q2 2023$1,558
-6.1%
68,047
-4.1%
0.14%
+2.2%
Q1 2023$1,659
-100.0%
70,977
-7.7%
0.14%
-11.8%
Q4 2022$1,747,022,230
+113416.7%
76,894
+13.7%
0.15%
+1.3%
Q3 2022$1,539,000
+176.8%
67,601
+190.8%
0.15%
+169.6%
Q2 2022$556,000
-7.3%
23,246
-3.5%
0.06%
+12.0%
Q1 2022$600,000
-22.7%
24,098
-18.6%
0.05%
-24.2%
Q4 2021$776,000
-5.8%
29,606
-4.7%
0.07%
-27.5%
Q3 2021$824,000
+51.5%
31,074
+52.0%
0.09%
+19.7%
Q2 2021$544,000
+6.7%
20,443
+5.0%
0.08%
+16.9%
Q1 2021$510,000
+112.5%
19,464
+126.5%
0.06%
+80.6%
Q3 2020$240,000
-26.2%
8,593
-26.1%
0.04%
-35.7%
Q2 2020$325,000
-83.0%
11,622
-82.9%
0.06%
-85.1%
Q1 2020$1,908,000
+295.0%
68,124
+266.0%
0.38%
+346.4%
Q4 2019$483,000
+73.7%
18,613
+76.1%
0.08%
+58.5%
Q3 2019$278,000
+24.7%
10,568
+22.5%
0.05%
+23.3%
Q2 2019$223,0008,6250.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders