LEVEL FOUR ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 184 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$360,029
-3.5%
16,335
+0.3%
0.02%
+4.5%
Q2 2023$372,950
-80.9%
16,286
-80.5%
0.02%
-82.8%
Q1 2023$1,951,061
-26.9%
83,450
-29.0%
0.13%
-35.4%
Q4 2022$2,669,804
+543.3%
117,509
+653.6%
0.20%
+582.8%
Q2 2021$415,000
+25.4%
15,593
+23.3%
0.03%
+11.5%
Q1 2021$331,000
-27.7%
12,647
-24.8%
0.03%
-29.7%
Q4 2020$458,000
-61.1%
16,822
-60.0%
0.04%
-59.3%
Q3 2020$1,177,000
-18.4%
42,094
-18.2%
0.09%
-18.8%
Q2 2020$1,442,000
+7.5%
51,455
+7.7%
0.11%
-30.4%
Q1 2020$1,342,000
+86.1%
47,770
+88.2%
0.16%
+455.2%
Q4 2019$721,000
+36.0%
25,383
+26.2%
0.03%
-47.3%
Q3 2019$530,000
-13.7%
20,111
-15.4%
0.06%
-11.3%
Q2 2019$614,000
+81.1%
23,771
+76.7%
0.06%
+67.6%
Q1 2019$339,000
+27.4%
13,450
+24.7%
0.04%
+12.1%
Q4 2018$266,000
+26.1%
10,788
+24.3%
0.03%
+43.5%
Q3 2018$211,0008,6760.02%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,074,661$320,341,00014.96%
ERTS Wealth Advisors, LLC 2,047,943$54,327,00014.25%
CLIENT 1ST ADVISORY GROUP, LLC 782,153$20,751,00010.59%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,532,426$146,775,00010.02%
Antonetti Capital Management LLC 446,948$11,858,0009.67%
Tri-Star Advisors Inc. 719,695$19,079,0008.38%
Williams Financial, LLC 330,264$8,762,0007.58%
Avondale Wealth Management 288,128$7,644,0007.46%
Legacy Financial Advisors, Inc. 1,108,076$29,397,0007.21%
Tennessee Valley Asset Management Partners 672,062$17,830,0006.77%
View complete list of ISHARES TR shareholders