ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 14 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,088 | -44.4% | 11,528 | -42.2% | 0.01% | -45.8% |
| Q2 2023 | $456,701 | -7.9% | 19,943 | -6.0% | 0.02% | -14.3% |
| Q1 2023 | $495,805 | -32.3% | 21,206 | -34.2% | 0.03% | -39.1% |
| Q4 2022 | $732,676 | -46.3% | 32,248 | -46.2% | 0.05% | -55.8% |
| Q3 2022 | $1,364,000 | +409.0% | 59,928 | +434.5% | 0.10% | +333.3% |
| Q2 2022 | $268,000 | -13.3% | 11,213 | -9.6% | 0.02% | +4.3% |
| Q1 2022 | $309,000 | +16.2% | 12,405 | +24.4% | 0.02% | +15.0% |
| Q4 2021 | $266,000 | +28.5% | 9,971 | +27.6% | 0.02% | +17.6% |
| Q3 2021 | $207,000 | -78.9% | 7,816 | -78.8% | 0.02% | -72.6% |
| Q2 2021 | $981,000 | -40.4% | 36,894 | -41.3% | 0.06% | -47.5% |
| Q1 2021 | $1,646,000 | -7.6% | 62,839 | -3.9% | 0.12% | -20.3% |
| Q4 2020 | $1,781,000 | +5.2% | 65,392 | +8.0% | 0.15% | -12.9% |
| Q3 2020 | $1,693,000 | +111.6% | 60,568 | +111.9% | 0.17% | +54.5% |
| Q2 2020 | $800,000 | -6.4% | 28,580 | -6.4% | 0.11% | -10.6% |
| Q1 2020 | $855,000 | +45.4% | 30,537 | +34.7% | 0.12% | +75.7% |
| Q4 2019 | $588,000 | +55.1% | 22,670 | +57.7% | 0.07% | +34.6% |
| Q3 2019 | $379,000 | +61.3% | 14,379 | +50.7% | 0.05% | +15.6% |
| Q4 2018 | $235,000 | +552.8% | 9,541 | +550.4% | 0.04% | +350.0% |
| Q1 2018 | $36,000 | +5.9% | 1,467 | +8.6% | 0.01% | +11.1% |
| Q4 2017 | $34,000 | -10.5% | 1,351 | -10.2% | 0.01% | -43.8% |
| Q3 2017 | $38,000 | -13.6% | 1,504 | -15.2% | 0.02% | -51.5% |
| Q4 2016 | $44,000 | – | 1,773 | – | 0.03% | – |
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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% |