TFO Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 567 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.1%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,9460.0%3470.0%0.00%0.0%
Q2 2023$7,946
-2.1%
3470.0%0.00%0.0%
Q1 2023$8,113
+2534.1%
347
+5683.3%
0.00%
Q4 2022$308
-96.2%
6
-98.3%
0.00%
-100.0%
Q3 2022$8,000
-73.3%
347
-72.0%
0.00%
-71.4%
Q2 2022$30,0001,2410.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
Cook Wealth, LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders