NORTHWEST WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 567 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.1%.

Quarter-by-quarter ownership
NORTHWEST WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$213,222
-5.4%
9,311
-3.4%
0.08%
-10.5%
Q1 2023$225,453
-8.2%
9,643
-10.8%
0.09%
-18.1%
Q4 2022$245,626
-11.6%
10,811
-11.3%
0.10%
-14.6%
Q3 2022$278,000
-20.8%
12,193
-17.0%
0.12%
-19.1%
Q2 2022$351,000
-43.8%
14,684
-41.4%
0.15%
-50.3%
Q1 2022$624,000
-11.4%
25,055
-5.0%
0.31%
-6.4%
Q4 2021$704,000
-1.5%
26,387
-2.1%
0.33%
-7.9%
Q3 2021$715,000
-11.1%
26,945
-10.9%
0.36%
-16.7%
Q2 2021$804,000
-49.3%
30,234
-50.1%
0.43%
-57.1%
Q1 2021$1,585,000
+7.9%
60,534
+12.2%
0.99%
-2.0%
Q4 2020$1,469,000
+80.5%
53,942
+85.3%
1.01%
+50.2%
Q3 2020$814,000
+30.4%
29,106
+30.5%
0.68%
+24.1%
Q2 2020$624,000
+23.8%
22,306
+24.0%
0.54%
+6.7%
Q1 2020$504,000
+97.6%
17,990
+83.1%
0.51%
+117.9%
Q4 2019$255,000
-78.8%
9,824
-79.9%
0.23%
-74.1%
Q2 2018$1,202,000
-12.7%
48,801
-12.5%
0.90%
-11.6%
Q1 2018$1,377,000
+23.5%
55,795
+25.4%
1.02%
+12.7%
Q4 2017$1,115,00044,4760.91%
Other shareholders
ISHARES TR shareholders Q3 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