Independent Advisor Alliance - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$265,597
+31.7%
12,051
+36.8%
0.01%
+33.3%
Q2 2023$201,730
-4.2%
8,809
-2.2%
0.01%
-10.0%
Q1 2023$210,625
-8.2%
9,009
-10.8%
0.01%
-87.3%
Q4 2022$229,501
-0.6%
10,101
-0.3%
0.08%
+507.7%
Q3 2022$231,000
+13.8%
10,132
+19.3%
0.01%
+18.2%
Q2 2022$203,000
-1.5%
8,491
+2.4%
0.01%
+10.0%
Q1 2022$206,000
-4.6%
8,288
+2.5%
0.01%
-9.1%
Q4 2021$216,000
+4.3%
8,082
+3.6%
0.01%
-8.3%
Q3 2021$207,000
-2.4%
7,801
+4.0%
0.01%
-47.8%
Q2 2020$212,000
-1.9%
7,503
-2.7%
0.02%
-25.8%
Q1 2020$216,000
-95.0%
7,708
-95.4%
0.03%
-83.6%
Q4 2019$4,343,000
+1978.0%
167,437
+1973.0%
0.19%
+626.9%
Q3 2019$209,0008,0770.03%
Other shareholders
ISHARES TR shareholders Q2 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