Fortis Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Fortis Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$43,966
-55.2%
1,995
-53.5%
0.03%
-53.0%
Q2 2023$98,199
-1.5%
4,288
+0.6%
0.07%
+1.5%
Q1 2023$99,644
+83.3%
4,262
+78.2%
0.06%
+58.5%
Q4 2022$54,356
-61.2%
2,392
-61.0%
0.04%
-59.0%
Q3 2022$140,000
+26.1%
6,132
+32.4%
0.10%
+35.1%
Q2 2022$111,000
+27.6%
4,633
+32.3%
0.07%
+54.2%
Q1 2022$87,000
+1.2%
3,503
+8.6%
0.05%
-4.0%
Q4 2021$86,000
-1.1%
3,227
-1.5%
0.05%
-5.7%
Q3 2021$87,000
-27.5%
3,275
-27.4%
0.05%
-23.2%
Q2 2021$120,000
+100.0%
4,510
+95.3%
0.07%
+60.5%
Q1 2021$60,0002,3090.04%
Other shareholders
ISHARES TR shareholders Q1 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