Bison Wealth, 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
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 Q4 2023
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