Sowell Financial Services 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
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,220,000
-3.8%
55,347
-0.0%
0.08%
+8.5%
Q2 2023$1,268,000
+95960.6%
55,361
-1.9%
0.07%
-30.4%
Q1 2023$1,320
-19.1%
56,452
-21.4%
0.10%
-3.8%
Q4 2022$1,632
-99.9%
71,813
-21.6%
0.11%
-49.5%
Q3 2022$2,084,000
-36.0%
91,582
-24.9%
0.21%
+12.3%
Q4 2021$3,255,000
-8.4%
121,999
-8.9%
0.19%
-22.1%
Q3 2021$3,555,000
-11.4%
133,990
-11.2%
0.24%
-9.8%
Q2 2021$4,013,000
-25.5%
150,860
-26.0%
0.27%
+42.2%
Q1 2021$5,387,000
+7.6%
203,936
+11.0%
0.19%
-12.6%
Q4 2020$5,006,000
-3.8%
183,789
-1.3%
0.21%
-17.7%
Q3 2020$5,206,000
+6.1%
186,244
+6.2%
0.26%
-3.7%
Q2 2020$4,909,000
-14.2%
175,390
-14.2%
0.27%
-36.3%
Q1 2020$5,723,000
+26.6%
204,314
+17.2%
0.42%
+22.9%
Q4 2019$4,522,000
+48.9%
174,314
+51.1%
0.34%
+37.5%
Q3 2019$3,037,000
+83.3%
115,351
+75.7%
0.25%
+35.7%
Q1 2019$1,657,000
+58.4%
65,661
+54.8%
0.18%
+25.0%
Q4 2018$1,046,00042,4150.15%
Other shareholders
ISHARES TR shareholders Q3 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