TRUE Private Wealth Advisors - 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
TRUE Private Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$917,259
-44.7%
41,618
-42.5%
0.13%
-48.2%
Q2 2023$1,658,091
-22.2%
72,406
-20.5%
0.24%
-22.2%
Q1 2023$2,130,167
-15.5%
91,111
-17.9%
0.32%
-18.8%
Q4 2022$2,521,454
-41.5%
110,979
-41.4%
0.39%
-40.6%
Q3 2022$4,312,000
+23.3%
189,481
+29.5%
0.65%
+28.3%
Q2 2022$3,497,000
+3.2%
146,354
+4.1%
0.51%
+6.7%
Q1 2022$3,388,000
+91.3%
140,561
+111.7%
0.48%
+89.3%
Q4 2021$1,771,000
+4.9%
66,394
+4.3%
0.25%
+2.4%
Q3 2021$1,688,000
-16.1%
63,645
-15.8%
0.25%
-17.7%
Q2 2021$2,011,000
+67.6%
75,604
+65.0%
0.30%
+54.1%
Q1 2021$1,200,000
+25.5%
45,808
+30.5%
0.19%
+21.2%
Q4 2020$956,000
-48.7%
35,098
-47.4%
0.16%
-49.7%
Q3 2020$1,864,000
-21.2%
66,710
-21.1%
0.32%
-26.6%
Q2 2020$2,365,000
-29.8%
84,520
-29.7%
0.43%
-39.6%
Q1 2020$3,369,000
+336800.0%
120,281
+267191.1%
0.72%
Q4 2019$1,0000.0%450.0%0.00%
Q2 2019$1,000
-100.0%
45
-94.3%
0.00%
-100.0%
Q3 2018$19,156,0007870.00%
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