ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $67,665 | -41.2% | 2,998 | -40.7% | 0.00% | -50.0% |
| Q1 2024 | $115,125 | +242.5% | 5,056 | +246.5% | 0.00% | +100.0% |
| Q4 2023 | $33,615 | -39.7% | 1,459 | -42.3% | 0.00% | -50.0% |
| 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 | $3,502,000 | – | 133,050 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 9,519,220 | $253,211,000 | 14.13% |
| CLIENT 1ST ADVISORY GROUP, LLC | 830,465 | $22,090,000 | 11.46% |
| ERTS Wealth Advisors, LLC | 1,504,860 | $40,030,000 | 10.83% |
| Tri-Star Advisors Inc. | 872,786 | $23,216,000 | 10.45% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,370,698 | $142,861,000 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 342,978 | $9,123,000 | 8.77% |
| Williams Financial, LLC | 403,197 | $10,725,000 | 8.72% |
| High Falls Advisors, Inc | 1,140,674 | $30,342,000 | 8.16% |
| ONE Advisory Partners, LLC | 486,875 | $12,951,000 | 7.96% |
| Copperleaf Capital, LLC | 302,625 | $8,050,000 | 7.88% |