Pettinga Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Pettinga Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
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$624,00024,1550.32%
Other shareholders
ISHARES TR shareholders Q4 2022
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