Jackson, Grant Investment Advisers, Inc. - 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
Jackson, Grant Investment Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$27,986
-0.1%
1,232
+0.8%
0.01%
-6.7%
Q3 2022$28,000
-3.4%
1,222
+0.4%
0.02%
+7.1%
Q2 2022$29,000
-3.3%
1,217
+0.3%
0.01%
+7.7%
Q1 2022$30,000
-6.2%
1,213
+0.2%
0.01%
-18.8%
Q4 2021$32,0000.0%1,211
+0.3%
0.02%
+14.3%
Q3 2021$32,0000.0%1,207
+0.2%
0.01%0.0%
Q2 2021$32,000
+3.2%
1,204
+0.2%
0.01%0.0%
Q1 2021$31,000
-6.1%
1,201
+0.1%
0.01%
-17.6%
Q4 2020$33,0000.0%1,200
+1.3%
0.02%
-15.0%
Q3 2020$33,0000.0%1,185
+0.3%
0.02%
-4.8%
Q2 2020$33,0000.0%1,182
+0.4%
0.02%
-12.5%
Q1 2020$33,000
+10.0%
1,177
+0.3%
0.02%
+50.0%
Q4 2019$30,000
-3.2%
1,174
+0.6%
0.02%
-11.1%
Q3 2019$31,000
+3.3%
1,167
+0.5%
0.02%
+5.9%
Q2 2019$30,000
+3.4%
1,161
+0.5%
0.02%0.0%
Q1 2019$29,000
+3.6%
1,155
+0.2%
0.02%
-15.0%
Q4 2018$28,0001,1530.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders