Wealthcare Advisory Partners LLC - 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
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 Q4 2020
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders