ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $819,469 | -16.8% | 37,181 | -13.6% | 0.06% | -13.8% |
| Q2 2023 | $985,021 | -1.8% | 43,014 | +0.3% | 0.06% | -5.8% |
| Q1 2023 | $1,002,838 | -19.9% | 42,893 | -22.1% | 0.07% | -20.7% |
| Q4 2022 | $1,251,349 | -14.0% | 55,077 | -13.8% | 0.09% | -21.6% |
| Q3 2022 | $1,455,000 | +596.2% | 63,910 | +630.7% | 0.11% | +640.0% |
| Q2 2022 | $209,000 | -4.1% | 8,747 | +0.2% | 0.02% | +15.4% |
| Q1 2022 | $218,000 | -85.7% | 8,733 | -84.7% | 0.01% | -86.2% |
| Q4 2021 | $1,526,000 | -2.2% | 57,193 | -3.0% | 0.09% | -4.1% |
| Q3 2021 | $1,560,000 | +3.9% | 58,947 | +4.4% | 0.10% | -6.7% |
| Q2 2021 | $1,502,000 | +6.1% | 56,479 | +4.6% | 0.10% | -2.8% |
| Q1 2021 | $1,416,000 | +1.7% | 53,975 | +5.8% | 0.11% | -7.7% |
| Q4 2020 | $1,393,000 | -9.7% | 51,026 | -7.6% | 0.12% | -19.3% |
| Q3 2020 | $1,543,000 | -10.9% | 55,219 | -10.9% | 0.14% | -21.2% |
| Q2 2020 | $1,731,000 | – | 61,971 | – | 0.18% | – |
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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% |