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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $211,000 | – | 8,676 | – | 0.02% | – |
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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% |