Cypress Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,341,160
-70.2%
60,851
-69.0%
0.37%
-68.6%
Q2 2023$4,502,830
-2.2%
196,587
-0.2%
1.18%
-12.2%
Q1 2023$4,603,287
+20.7%
196,890
+17.3%
1.35%
+10.0%
Q4 2022$3,813,315
-44.7%
167,840
-44.9%
1.22%
-47.8%
Q3 2022$6,894,000
+19.4%
304,654
+26.1%
2.34%
+27.4%
Q2 2022$5,772,000
-10.0%
241,520
-6.2%
1.84%
+5.3%
Q1 2022$6,412,000
-1.8%
257,417
+5.2%
1.75%
-2.2%
Q4 2021$6,528,000
-2.3%
244,684
-2.9%
1.79%
-10.7%
Q3 2021$6,683,000
-2.0%
251,915
-1.7%
2.00%
+7.4%
Q2 2021$6,819,000
-37.7%
256,344
-38.7%
1.86%
-18.6%
Q1 2021$10,952,000
+11.3%
418,194
+15.8%
2.29%
+4.2%
Q4 2020$9,840,000
+12.0%
361,234
+14.9%
2.20%
-2.4%
Q3 2020$8,784,000
+14.9%
314,260
+15.1%
2.25%
+23.7%
Q2 2020$7,642,000
-21.5%
273,015
-21.4%
1.82%
-36.5%
Q1 2020$9,733,000
+25.5%
347,491
+16.2%
2.86%
+46.3%
Q4 2019$7,757,000
+47.5%
299,038
+49.7%
1.96%
+35.6%
Q3 2019$5,259,000
+61.9%
199,761
+58.7%
1.44%
+54.0%
Q2 2019$3,249,000125,8430.94%
Other shareholders
ISHARES TR shareholders Q3 2023
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 MANAGEMENT GROUP 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