JUNCTURE WEALTH STRATEGIES, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
JUNCTURE WEALTH STRATEGIES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$249,000
-4.2%
10,4300.0%0.12%
-0.8%
Q1 2022$260,000
+11.6%
10,430
+15.8%
0.12%
-33.7%
Q2 2019$233,000
-20.5%
9,006
-22.3%
0.19%
-17.3%
Q1 2019$293,000
-29.4%
11,593
-31.1%
0.23%
-19.3%
Q4 2018$415,000
-25.0%
16,828
-25.9%
0.28%
-3.1%
Q3 2018$553,000
+46.7%
22,709
+48.2%
0.29%
+43.1%
Q2 2018$377,00015,3230.20%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
Cook Wealth, LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders