Successful Portfolios LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$479,524
-48.9%
20,510
-50.4%
0.30%
-50.8%
Q4 2022$939,000
-57.9%
41,327
-57.8%
0.61%
-62.2%
Q3 2022$2,232,000
+16.1%
98,047
+21.8%
1.62%
+25.1%
Q2 2022$1,923,000
-23.0%
80,478
-19.7%
1.29%
-9.0%
Q1 2022$2,497,000
+18.2%
100,252
+26.6%
1.42%
+23.9%
Q4 2021$2,112,000
-11.4%
79,166
-11.9%
1.15%
-19.3%
Q3 2021$2,383,000
-7.3%
89,817
-7.1%
1.42%
-8.7%
Q2 2021$2,571,000
+19.0%
96,640
+17.1%
1.56%
+9.4%
Q1 2021$2,161,000
+18.9%
82,497
+23.6%
1.42%
+9.2%
Q4 2020$1,818,000
+8.5%
66,730
+11.3%
1.30%
-2.5%
Q3 2020$1,676,000
+14.6%
59,971
+14.8%
1.34%
+4.0%
Q2 2020$1,462,000
-10.1%
52,220
-10.1%
1.29%
-21.8%
Q1 2020$1,626,000
+164.4%
58,058
+144.8%
1.64%
+200.5%
Q4 2019$615,00023,7130.55%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders