Wealthcare Advisory Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 428 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$363,316
+142.2%
16,484
+188.1%
0.02%
+54.5%
Q1 2021$150,000
-28.6%
5,721
-25.7%
0.01%
-42.1%
Q4 2020$210,000
+133.3%
7,697
+138.5%
0.02%
+46.2%
Q1 2020$90,000
+136.8%
3,227
+121.2%
0.01%
+160.0%
Q4 2019$38,0000.0%1,459
+0.1%
0.01%
-16.7%
Q3 2019$38,000
+90.0%
1,457
+86.1%
0.01%
+100.0%
Q2 2019$20,0000.0%7830.0%0.00%0.0%
Q1 2019$20,000
+5.3%
7830.0%0.00%
-25.0%
Q4 2018$19,0000.0%7830.0%0.00%
+33.3%
Q3 2018$19,0000.0%7830.0%0.00%
-25.0%
Q2 2018$19,0000.0%7830.0%0.00%0.0%
Q1 2018$19,000
-62.0%
783
-60.8%
0.00%
-69.2%
Q4 2017$50,000
-7.4%
2,000
-7.4%
0.01%
-18.8%
Q3 2017$54,0002,1590.02%
Other shareholders
ISHARES TR shareholders Q2 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