ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $916,000 | +13.2% | 40,245 | +18.9% | 0.32% | +29.6% |
| Q2 2022 | $809,000 | -47.5% | 33,847 | -45.3% | 0.24% | -37.0% |
| Q1 2022 | $1,540,000 | -19.6% | 61,824 | -13.9% | 0.39% | -17.2% |
| Q4 2021 | $1,916,000 | +2.3% | 71,823 | +1.8% | 0.47% | -2.5% |
| Q3 2021 | $1,873,000 | -35.1% | 70,585 | -35.0% | 0.48% | -38.2% |
| Q2 2021 | $2,888,000 | +1.5% | 108,572 | -0.0% | 0.77% | -6.6% |
| Q1 2021 | $2,844,000 | +340.9% | 108,595 | +343.0% | 0.83% | +138.2% |
| Q3 2019 | $645,000 | +3.4% | 24,514 | +1.5% | 0.35% | +7.4% |
| Q2 2019 | $624,000 | – | 24,155 | – | 0.32% | – |
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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% |