Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$18,000
-10.0%
681
-8.8%
0.00%
-33.3%
Q2 2021$20,000
-57.4%
747
-58.8%
0.00%
-57.1%
Q1 2021$47,000
-7.8%
1,811
-3.3%
0.01%
-12.5%
Q4 2020$51,000
-1.9%
1,873
+0.2%
0.01%
-11.1%
Q3 2020$52,000
-16.1%
1,870
-15.6%
0.01%
-25.0%
Q2 2020$62,000
-7.5%
2,216
-7.4%
0.01%
-14.3%
Q1 2020$67,000
+11.7%
2,393
+3.7%
0.01%
+27.3%
Q4 2019$60,000
+22.4%
2,308
+22.8%
0.01%
+10.0%
Q3 2019$49,0000.0%1,8790.0%0.01%0.0%
Q2 2019$49,000
-14.0%
1,879
-16.9%
0.01%
-33.3%
Q1 2019$57,000
-57.1%
2,260
-58.2%
0.02%
-58.3%
Q4 2018$133,000
-37.3%
5,407
-38.0%
0.04%
-36.8%
Q3 2018$212,000
+24.0%
8,728
+25.9%
0.06%
+16.3%
Q2 2018$171,000
+66.0%
6,935
+67.1%
0.05%
+58.1%
Q1 2018$103,000
+5050.0%
4,150
+6187.9%
0.03%
+3000.0%
Q4 2017$2,0000.0%660.0%0.00%0.0%
Q3 2017$2,000
-75.0%
66
-79.0%
0.00%
-66.7%
Q2 2017$8,0000.0%3140.0%0.00%
-25.0%
Q1 2017$8,000
+33.3%
314
+26.6%
0.00%
+33.3%
Q3 2016$6,000
-14.3%
2480.0%0.00%0.0%
Q2 2016$7,0002480.00%
Other shareholders
ISHARES TR shareholders Q3 2021
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