ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $60,000 | – | 2,309 | – | 0.04% | – |
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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% |