ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 633 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 8.72 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $213,693 | +2.4% | 9,140 | 0.0% | 0.06% | -7.1% |
| Q4 2022 | $208,758 | -10.4% | 9,140 | -11.6% | 0.07% | -13.6% |
| Q3 2022 | $233,000 | -15.9% | 10,345 | -10.7% | 0.08% | -10.0% |
| Q2 2022 | $277,000 | -18.5% | 11,580 | -15.0% | 0.09% | -3.2% |
| Q1 2022 | $340,000 | -6.6% | 13,630 | 0.0% | 0.09% | +3.3% |
| Q4 2021 | $364,000 | -9.2% | 13,630 | -9.9% | 0.09% | -15.1% |
| Q3 2021 | $401,000 | -6.1% | 15,133 | -5.6% | 0.11% | -7.8% |
| Q2 2021 | $427,000 | +0.2% | 16,037 | -1.5% | 0.12% | -8.0% |
| Q1 2021 | $426,000 | – | 16,284 | +2.0% | 0.12% | – |
| Q4 2020 | $0 | -100.0% | 15,969 | +36.1% | 0.00% | -100.0% |
| Q3 2020 | $328,000 | +4.5% | 11,736 | +4.8% | 0.12% | -5.5% |
| Q2 2020 | $314,000 | – | 11,203 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,636,019 | $337,129,000 | 24.16% |
| ERTS Wealth Advisors, LLC | 2,159,629 | $57,589,000 | 13.74% |
| 3EDGE Asset Management, LP | 4,982,534 | $132,934,000 | 11.38% |
| PRUDENT INVESTORS NETWORK, INC. | 854,098 | $22,787,000 | 10.74% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,808,127 | $154,961,000 | 9.95% |
| Antonetti Capital Management LLC | 460,574 | $12,288,000 | 9.62% |
| CLIENT 1ST ADVISORY GROUP, LLC | 705,809 | $18,831,000 | 9.19% |
| Avondale Wealth Management | 304,591 | $8,126,000 | 8.22% |
| Tri-Star Advisors Inc. | 730,929 | $19,074,000 | 8.00% |
| ACCESS FINANCIAL SERVICES, INC. | 644,349 | $17,191,000 | 7.73% |