Mutual Advisors, 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
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,584,280
-28.5%
207,998
-25.7%
0.18%
-26.3%
Q2 2023$6,408,490
+53.3%
279,847
+56.5%
0.24%
+41.3%
Q1 2023$4,180,236
-2.5%
178,795
-5.2%
0.17%
-10.4%
Q4 2022$4,286,837
-6.8%
188,681
-6.7%
0.19%
-19.0%
Q3 2022$4,602,000
+32.1%
202,180
+38.6%
0.24%
+2.6%
Q2 2022$3,485,000
-0.3%
145,834
+4.0%
0.23%
+17.9%
Q1 2022$3,494,000
-4.8%
140,252
+1.9%
0.20%
+1.0%
Q4 2021$3,672,000
-6.8%
137,619
-7.3%
0.19%
-16.7%
Q3 2021$3,939,000
-8.0%
148,473
-7.8%
0.23%
-8.3%
Q2 2021$4,282,000
+40.9%
160,978
+38.8%
0.25%
+22.1%
Q1 2021$3,038,000
+100.8%
116,003
+108.8%
0.21%
+85.7%
Q4 2020$1,513,000
+86.1%
55,556
+91.0%
0.11%
+60.0%
Q3 2020$813,000
+0.5%
29,090
+0.6%
0.07%
-11.4%
Q2 2020$809,000
-65.5%
28,908
-65.4%
0.08%
-75.2%
Q1 2020$2,342,000
-61.0%
83,607
-63.9%
0.32%
-50.3%
Q4 2019$6,012,000
+15.2%
231,767
+17.0%
0.64%
-7.1%
Q3 2019$5,217,000
+164.8%
198,165
+159.6%
0.69%
+169.1%
Q2 2019$1,970,00076,3210.26%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders