Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$55,717
-7.8%
2,528
-4.2%
0.00%
+100.0%
Q2 2023$60,456
-1.9%
2,640
+0.1%
0.00%
-50.0%
Q1 2023$61,642
-17.2%
2,637
-19.5%
0.00%0.0%
Q4 2022$74,453
+4.9%
3,277
+5.5%
0.00%0.0%
Q3 2022$71,000
+102.9%
3,105
+112.5%
0.00%
+100.0%
Q2 2022$35,000
-65.3%
1,461
-63.9%
0.00%
-66.7%
Q1 2022$101,000
-95.8%
4,048
-95.5%
0.00%
-95.8%
Q4 2021$2,384,000
+638.1%
89,355
+634.8%
0.07%
+700.0%
Q2 2021$323,000
+0.9%
12,160
-0.5%
0.01%
-18.2%
Q1 2021$320,000
-65.9%
12,217
-64.6%
0.01%
-74.4%
Q4 2020$939,000
+37.5%
34,473
+41.1%
0.04%
+19.4%
Q3 2020$683,000
+30.6%
24,437
+30.7%
0.04%
+9.1%
Q2 2020$523,000
+34.4%
18,699
+34.5%
0.03%
-2.9%
Q1 2020$389,000
-88.9%
13,905
-89.5%
0.03%
-82.7%
Q3 2019$3,502,000133,0500.20%
Other shareholders
ISHARES TR shareholders Q4 2022
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