ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 14 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $38,000 | 0.0% | 1,459 | +0.1% | 0.01% | -16.7% |
| Q3 2019 | $38,000 | +90.0% | 1,457 | +86.1% | 0.01% | +100.0% |
| Q2 2019 | $20,000 | 0.0% | 783 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $20,000 | +5.3% | 783 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $19,000 | 0.0% | 783 | 0.0% | 0.00% | +33.3% |
| Q3 2018 | $19,000 | 0.0% | 783 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $19,000 | 0.0% | 783 | 0.0% | 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 | $54,000 | – | 2,159 | – | 0.02% | – |
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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% |