Family Firm, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Family Firm, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$694,325
-8.3%
31,503
-4.7%
0.20%
-2.5%
Q2 2023$756,829
+13.3%
33,049
+15.7%
0.20%
+8.1%
Q1 2023$667,746
-1.4%
28,561
-4.2%
0.18%
-6.6%
Q4 2022$677,169
-48.3%
29,805
-48.2%
0.20%
-52.6%
Q3 2022$1,309,000
-1.1%
57,492
+3.7%
0.42%
+7.2%
Q2 2022$1,324,000
-1.5%
55,418
+2.7%
0.39%
+10.8%
Q1 2022$1,344,000
+44.5%
53,967
+54.8%
0.35%
+46.1%
Q4 2021$930,000
+1.6%
34,858
+0.3%
0.24%0.0%
Q3 2021$915,00034,7700.24%
Other shareholders
ISHARES TR shareholders Q1 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