ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 102 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,585 | -4.9% | 8,087 | +1.3% | 0.00% | -100.0% |
| Q2 2023 | $315,958 | -58.5% | 7,981 | -57.8% | 0.00% | 0.0% |
| Q1 2023 | $760,675 | +104.4% | 18,919 | +98.6% | 0.00% | 0.0% |
| Q4 2022 | $372,150 | +81.5% | 9,527 | +69.6% | 0.00% | – |
| Q3 2022 | $205,000 | -50.4% | 5,617 | -44.6% | 0.00% | -100.0% |
| Q2 2022 | $413,000 | -95.1% | 10,135 | +143.6% | 0.00% | -93.8% |
| Q1 2022 | $8,418,000 | +3833.6% | 4,160 | -2.3% | 0.02% | – |
| Q4 2021 | $214,000 | +18.2% | 4,258 | +21.8% | 0.00% | – |
| Q3 2021 | $181,000 | -25.5% | 3,496 | -24.4% | 0.00% | -100.0% |
| Q2 2021 | $243,000 | -79.8% | 4,624 | -80.0% | 0.00% | -66.7% |
| Q1 2021 | $1,201,000 | -15.1% | 23,124 | -9.1% | 0.00% | -25.0% |
| Q4 2020 | $1,415,000 | +49.4% | 25,439 | +42.0% | 0.00% | +33.3% |
| Q3 2020 | $947,000 | +74.1% | 17,916 | +67.3% | 0.00% | +50.0% |
| Q2 2020 | $544,000 | +166.7% | 10,708 | +83.2% | 0.00% | +100.0% |
| Q1 2020 | $204,000 | – | 5,845 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wilshire Advisors LLC | 96,093 | $5,339,000 | 5.07% |
| Checchi Capital Advisers, LLC | 868,561 | $48,318,000 | 4.98% |
| Inscription Capital, LLC | 120,796 | $6,720,000 | 2.59% |
| LEUTHOLD GROUP, LLC | 323,347 | $17,965,000 | 2.37% |
| Money Design Co.,Ltd. | 285,554 | $15,925,000 | 1.82% |
| Family Firm, Inc. | 104,733 | $5,749,000 | 1.71% |
| Omega Financial Group, LLC | 49,362 | $2,746,000 | 1.48% |
| Financial Engines Advisors L.L.C. | 5,866,908 | $326,376,000 | 1.11% |
| ADE, LLC | 22,223 | $1,236,000 | 1.00% |
| Broadview Financial Management, LLC | 18,620 | $1,036,000 | 0.79% |