ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,633 | -38.5% | 9,067 | -37.2% | 0.03% | -40.4% |
| Q1 2023 | $337,584 | +22.6% | 14,439 | +19.2% | 0.05% | +17.5% |
| Q4 2022 | $275,280 | -56.8% | 12,116 | -56.7% | 0.04% | -60.0% |
| Q3 2022 | $637,000 | +20.2% | 27,993 | +26.1% | 0.10% | +25.0% |
| Q2 2022 | $530,000 | -2.2% | 22,195 | +2.0% | 0.08% | +8.1% |
| Q1 2022 | $542,000 | -2.2% | 21,760 | +4.8% | 0.07% | 0.0% |
| Q4 2021 | $554,000 | -35.1% | 20,763 | -35.4% | 0.07% | -41.7% |
| Q3 2021 | $853,000 | -20.5% | 32,147 | -20.3% | 0.13% | -21.6% |
| Q2 2021 | $1,073,000 | -9.5% | 40,353 | -10.8% | 0.16% | -19.0% |
| Q1 2021 | $1,185,000 | +4.7% | 45,262 | +8.9% | 0.20% | -9.1% |
| Q4 2020 | $1,132,000 | +63.6% | 41,557 | +67.9% | 0.22% | +31.7% |
| Q3 2020 | $692,000 | -32.6% | 24,754 | -41.3% | 0.17% | -42.2% |
| Q3 2018 | $1,026,000 | +12.6% | 42,164 | +14.0% | 0.29% | +2.8% |
| Q2 2018 | $911,000 | +101.5% | 36,980 | +105.1% | 0.28% | +73.5% |
| Q4 2017 | $452,000 | – | 18,033 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,074,661 | $320,341,000 | 14.96% |
| ERTS Wealth Advisors, LLC | 2,047,943 | $54,327,000 | 14.25% |
| CLIENT 1ST ADVISORY GROUP, LLC | 782,153 | $20,751,000 | 10.59% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,532,426 | $146,775,000 | 10.02% |
| Antonetti Capital Management LLC | 446,948 | $11,858,000 | 9.67% |
| Tri-Star Advisors Inc. | 719,695 | $19,079,000 | 8.38% |
| Williams Financial, LLC | 330,264 | $8,762,000 | 7.58% |
| Avondale Wealth Management | 288,128 | $7,644,000 | 7.46% |
| Legacy Financial Advisors, Inc. | 1,108,076 | $29,397,000 | 7.21% |
| Tennessee Valley Asset Management Partners | 672,062 | $17,830,000 | 6.77% |