Jackson, Grant Investment Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

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 Q4 2020
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders