Bison Wealth, 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
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$236,151
-8.8%
10,715
-5.2%
0.05%
-4.2%
Q2 2023$258,846
-63.2%
11,303
-63.5%
0.05%
-82.6%
Q3 2022$704,000
-44.6%
30,970
-41.8%
0.28%
-62.1%
Q2 2022$1,271,000
+57.5%
53,196
+64.1%
0.73%
+76.9%
Q1 2022$807,000
+2590.0%
32,408
+2727.9%
0.41%
+2842.9%
Q3 2021$30,0000.0%1,1460.0%0.01%
+7.7%
Q2 2021$30,0000.0%1,1460.0%0.01%0.0%
Q1 2021$30,000
-3.2%
1,1460.0%0.01%
-7.1%
Q4 2020$31,000
+138.5%
1,146
+139.2%
0.01%
+75.0%
Q3 2020$13,0004790.01%
Other shareholders
ISHARES TR shareholders Q3 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