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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $748,006 | -29.7% | 33,939 | -27.2% | 1.18% | -25.9% |
| Q2 2023 | $1,063,637 | +4.3% | 46,630 | +6.9% | 1.59% | -3.8% |
| Q1 2023 | $1,019,686 | -31.1% | 43,613 | -33.0% | 1.66% | -18.0% |
| Q4 2022 | $1,479,764 | -78.0% | 65,130 | -77.9% | 2.02% | -70.3% |
| Q3 2022 | $6,721,000 | +16.6% | 295,279 | +22.5% | 6.79% | +13.1% |
| Q2 2022 | $5,762,000 | -12.2% | 241,097 | -8.5% | 6.01% | +0.1% |
| Q1 2022 | $6,564,000 | +5.0% | 263,522 | +12.4% | 6.00% | +5.5% |
| Q4 2021 | $6,253,000 | +9.1% | 234,381 | +8.5% | 5.68% | +1.2% |
| Q3 2021 | $5,731,000 | -37.2% | 216,008 | -37.0% | 5.62% | -35.9% |
| Q2 2021 | $9,123,000 | +6.2% | 342,978 | +4.5% | 8.77% | -0.7% |
| Q1 2021 | $8,593,000 | +25.2% | 328,118 | +30.2% | 8.83% | +19.6% |
| Q4 2020 | $6,866,000 | – | 252,067 | – | 7.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Antonetti Capital Management LLC | 534,175 | $11,773,224 | 18.39% |
| Hoese & Co LLP | 765,533 | $16,864,576 | 17.28% |
| Heirloom Wealth Management | 1,591,598 | $35,078,820 | 15.59% |
| Nationwide Fund Advisors | 5,761,302 | $126,979,096 | 13.88% |
| Fund Evaluation Group, LLC | 5,855,554 | $129,056 | 11.47% |
| ERTS Wealth Advisors, LLC | 2,119,842 | $46,721,315 | 11.25% |
| Crane Advisory, LLC | 1,895,834 | $41,641,995 | 10.44% |
| COOK WEALTH MANAGEMENT GROUP LLC | 620,159 | $13,519,466 | 10.37% |
| ACCESS FINANCIAL SERVICES, INC. | 757,595 | $16,697,394 | 10.00% |
| Spectrum Asset Management, Inc. (NB/CA) | 785,340 | $17,308,900 | 9.09% |