Roble, Belko & Company, Inc - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 641 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
Roble, Belko & Company, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,160
-30.5%
51,412
-29.8%
0.19%
-32.2%
Q1 2024$1,668
+40.8%
73,274
+42.5%
0.29%
+28.3%
Q4 2023$1,185
-79.4%
51,412
-80.3%
0.22%
-81.0%
Q3 2023$5,745260,6461.18%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Jordan Park Group LLC 9,519,220$253,211,00014.13%
CLIENT 1ST ADVISORY GROUP, LLC 830,465$22,090,00011.46%
ERTS Wealth Advisors, LLC 1,504,860$40,030,00010.83%
Tri-Star Advisors Inc. 872,786$23,216,00010.45%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,370,698$142,861,0009.67%
Spectrum Planning & Advisory Services Inc. 342,978$9,123,0008.77%
Williams Financial, LLC 403,197$10,725,0008.72%
High Falls Advisors, Inc 1,140,674$30,342,0008.16%
ONE Advisory Partners, LLC 486,875$12,951,0007.96%
Copperleaf Capital, LLC 302,625$8,050,0007.88%
View complete list of ISHARES TR shareholders