NWAM LLC - 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
NWAM LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$902,648
-81.4%
39,416
-81.0%
0.07%
-84.9%
Q1 2023$4,840,342
+38.2%
207,029
+34.3%
0.49%
+58.4%
Q4 2022$3,503,373
-43.9%
154,197
-43.8%
0.31%
-48.0%
Q3 2022$6,241,000
+30.3%
274,219
+38.0%
0.60%
+34.5%
Q2 2022$4,791,000
-34.5%
198,720
-32.4%
0.44%
-21.2%
Q1 2022$7,320,000
-14.6%
293,846
-8.5%
0.56%
-17.1%
Q4 2021$8,571,000
+11.6%
321,244
+10.9%
0.68%
-2.7%
Q3 2021$7,682,000
-30.6%
289,571
-30.4%
0.70%
-32.1%
Q2 2021$11,071,000
+6.9%
416,209
+5.2%
1.03%
-0.4%
Q1 2021$10,359,000
+40.9%
395,530
+46.6%
1.03%
+22.9%
Q4 2020$7,350,000
+33.6%
269,809
+37.3%
0.84%
+9.0%
Q2 2020$5,500,000196,5050.77%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders