Archford Capital Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 14 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Archford Capital Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$243,145
-6.4%
11,032
-3.0%
0.05%0.0%
Q2 2023$259,716
-3.3%
11,371
-0.1%
0.05%
-12.5%
Q1 2023$268,457
-18.6%
11,380
-21.6%
0.06%
-26.3%
Q4 2022$329,624
-89.9%
14,508
-89.9%
0.08%
-91.0%
Q3 2022$3,272,000
-3.1%
143,750
+1.8%
0.84%
-0.6%
Q2 2022$3,376,000
-2.2%
141,251
+0.6%
0.85%
+10.3%
Q1 2022$3,453,000
+83.6%
140,383
+99.1%
0.77%
+79.1%
Q4 2021$1,881,000
+5.9%
70,502
+5.2%
0.43%
+2.6%
Q3 2021$1,777,000
+8.6%
66,987
+8.9%
0.42%
+2.2%
Q2 2021$1,636,000
-20.6%
61,517
-21.1%
0.41%
-25.0%
Q1 2021$2,060,000
-27.8%
77,958
-26.1%
0.55%
-16.6%
Q4 2020$2,855,000
-1.7%
105,528
+1.5%
0.66%
-15.8%
Q3 2020$2,905,000
+13.1%
103,919
+13.3%
0.78%
+2.0%
Q2 2020$2,568,000
+125.3%
91,757
+125.4%
0.76%
+71.7%
Q1 2020$1,140,000
+131.7%
40,716
+114.6%
0.44%
+161.8%
Q4 2019$492,000
+146.0%
18,972
+149.4%
0.17%
+126.7%
Q3 2019$200,000
+1233.3%
7,608
+1189.5%
0.08%
+1400.0%
Q2 2019$15,0005900.01%
Other shareholders
ISHARES TR shareholders Q4 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