ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 14 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,182 | -37.0% | 462 | -35.3% | 0.00% | -40.0% |
| Q2 2023 | $16,165 | -40.0% | 714 | -37.9% | 0.01% | -37.5% |
| Q1 2023 | $26,933 | -31.2% | 1,149 | -33.3% | 0.01% | -33.3% |
| Q4 2022 | $39,124 | +0.3% | 1,722 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $39,000 | +44.4% | 1,722 | +49.9% | 0.01% | +55.6% |
| Q2 2022 | $27,000 | -69.3% | 1,149 | -67.5% | 0.01% | -67.9% |
| Q1 2022 | $88,000 | -6.4% | 3,537 | 0.0% | 0.03% | -15.2% |
| Q4 2021 | $94,000 | 0.0% | 3,537 | 0.0% | 0.03% | -8.3% |
| Q3 2021 | $94,000 | -9.6% | 3,537 | -10.8% | 0.04% | -20.0% |
| Q1 2021 | $104,000 | -49.8% | 3,967 | -47.9% | 0.04% | -56.7% |
| Q4 2020 | $207,000 | -94.6% | 7,611 | -94.7% | 0.10% | -95.7% |
| Q3 2019 | $3,807,000 | – | 144,598 | – | 2.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Antonetti Capital Management LLC | 534,175 | $11,773,224 | 18.39% |
| Hoese & Co LLP | 765,533 | $16,864,576 | 17.28% |
| Heirloom Wealth Management | 1,591,598 | $35,078,820 | 15.59% |
| Nationwide Fund Advisors | 5,761,302 | $126,979,096 | 13.88% |
| Fund Evaluation Group, LLC | 5,855,554 | $129,056 | 11.47% |
| ERTS Wealth Advisors, LLC | 2,119,842 | $46,721,315 | 11.25% |
| Crane Advisory, LLC | 1,895,834 | $41,641,995 | 10.44% |
| Cook Wealth, LLC | 620,159 | $13,519,466 | 10.37% |
| ACCESS FINANCIAL SERVICES, INC. | 757,595 | $16,697,394 | 10.00% |
| Spectrum Asset Management, Inc. (NB/CA) | 785,340 | $17,308,900 | 9.09% |