UBP Investment Advisors SA - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 215 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
UBP Investment Advisors SA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$7,000,000
-60.4%
307,586
-58.4%
3.60%
+2.0%
Q2 2022$17,680,000
+124.9%
739,476
+477.4%
3.54%
+20.9%
Q1 2022$7,860,000
+28.9%
128,077
-44.5%
2.92%
+31.6%
Q4 2021$6,100,000
+9.1%
230,852
+9.6%
2.22%
+2.4%
Q3 2021$5,590,000
+2.2%
210,673
+2.3%
2.17%
+7.3%
Q2 2021$5,470,000
+0.6%
205,881
-1.0%
2.02%
-9.0%
Q1 2021$5,440,000
-1.5%
208,054
+3.1%
2.22%
-21.9%
Q4 2020$5,524,000
+55.4%
201,810
+58.7%
2.84%
+3.7%
Q3 2020$3,555,000
-0.2%
127,204
-0.0%
2.74%
-3.3%
Q2 2020$3,562,000
+1.9%
127,266
+2.0%
2.84%
-10.3%
Q1 2020$3,496,000
+5.1%
124,755
-2.8%
3.16%
+21.3%
Q4 2019$3,327,000
-1.5%
128,289
-0.0%
2.61%
-5.0%
Q3 2019$3,378,000
+19.2%
128,343
+16.9%
2.74%
+7.3%
Q2 2019$2,833,000
+3.6%
109,748
+1.3%
2.56%
-0.2%
Q1 2019$2,734,000
-35.8%
108,312
-37.0%
2.56%
-43.1%
Q4 2018$4,258,000
+3.2%
171,840
+1.4%
4.51%
+14.4%
Q3 2018$4,126,000
+58.4%
169,458
+63.1%
3.94%
+28.1%
Q4 2017$2,605,000103,8673.08%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Jordan Park Group LLC 9,519,220$253,211,00014.13%
CLIENT 1ST ADVISORY GROUP, LLC 830,465$22,090,00011.46%
ERTS Wealth Advisors, LLC 1,504,860$40,030,00010.83%
Tri-Star Advisors Inc. 872,786$23,216,00010.45%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,370,698$142,861,0009.67%
Spectrum Planning & Advisory Services Inc. 342,978$9,123,0008.77%
Williams Financial, LLC 403,197$10,725,0008.72%
High Falls Advisors, Inc 1,140,674$30,342,0008.16%
ONE Advisory Partners, LLC 486,875$12,951,0007.96%
Copperleaf Capital, LLC 302,625$8,050,0007.88%
View complete list of ISHARES TR shareholders