ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 567 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $679,155 | -18.8% | 30,815 | -15.7% | 0.01% | -16.7% |
| Q2 2023 | $836,679 | +113.1% | 36,536 | +117.5% | 0.01% | +50.0% |
| Q1 2023 | $392,689 | -49.2% | 16,796 | -50.7% | 0.00% | -55.6% |
| Q4 2022 | $773,518 | +214.4% | 34,035 | +214.2% | 0.01% | +200.0% |
| Q3 2022 | $246,000 | -32.6% | 10,832 | -20.9% | 0.00% | -25.0% |
| Q4 2021 | $365,000 | +7.0% | 13,702 | +6.8% | 0.00% | -20.0% |
| Q2 2021 | $341,000 | -26.0% | 12,833 | -27.1% | 0.01% | -37.5% |
| Q1 2021 | $461,000 | -20.5% | 17,613 | -17.3% | 0.01% | -33.3% |
| Q4 2020 | $580,000 | +10.3% | 21,294 | +13.2% | 0.01% | -7.7% |
| Q3 2020 | $526,000 | -16.1% | 18,815 | -16.0% | 0.01% | -31.6% |
| Q2 2020 | $627,000 | -7.0% | 22,408 | -6.9% | 0.02% | -34.5% |
| Q1 2020 | $674,000 | +23.7% | 24,066 | +14.6% | 0.03% | +31.8% |
| Q4 2019 | $545,000 | – | 21,001 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,074,661 | $320,341,000 | 14.96% |
| ERTS Wealth Advisors, LLC | 2,047,943 | $54,327,000 | 14.25% |
| CLIENT 1ST ADVISORY GROUP, LLC | 782,153 | $20,751,000 | 10.59% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,532,426 | $146,775,000 | 10.02% |
| Antonetti Capital Management LLC | 446,948 | $11,858,000 | 9.67% |
| Tri-Star Advisors Inc. | 719,695 | $19,079,000 | 8.38% |
| Williams Financial, LLC | 330,264 | $8,762,000 | 7.58% |
| Avondale Wealth Management | 288,128 | $7,644,000 | 7.46% |
| Legacy Financial Advisors, Inc. | 1,108,076 | $29,397,000 | 7.21% |
| Tennessee Valley Asset Management Partners | 672,062 | $17,830,000 | 6.77% |