Gradient Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 114 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.96 and the average weighting 0.3%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$219,000
-7.6%
4,7160.0%0.09%
-6.1%
Q4 2021$237,000
-2.1%
4,7160.0%0.10%
-10.8%
Q3 2021$242,000
-1.6%
4,7160.0%0.11%
-3.5%
Q2 2021$246,000
+0.4%
4,7160.0%0.12%
-11.5%
Q1 2021$245,000
-6.5%
4,7160.0%0.13%
-12.8%
Q4 2020$262,000
+5.2%
4,7160.0%0.15%
-3.9%
Q3 2020$249,000
+3.8%
4,7160.0%0.16%
-4.3%
Q2 2020$240,000
+3.0%
4,7160.0%0.16%
-13.8%
Q1 2020$233,000
-1.7%
4,7160.0%0.19%
+13.9%
Q4 2019$237,000
-0.4%
4,7160.0%0.16%
-7.3%
Q3 2019$238,000
-0.8%
4,7160.0%0.18%
-3.3%
Q2 2019$240,000
+3.9%
4,7160.0%0.18%0.0%
Q1 2019$231,000
+0.9%
4,7160.0%0.18%
-7.1%
Q4 2018$229,000
+0.9%
4,7160.0%0.20%
+3.7%
Q3 2018$227,0004,7160.19%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Wilshire Advisors LLC 99,046$5,143,0004.86%
Inscription Capital, LLC 242,432$12,589,0004.30%
Checchi Capital Advisers, LLC 822,236$42,699,0004.22%
LEUTHOLD GROUP, LLC 324,597$16,856,0002.13%
Ferguson Shapiro LLC 59,002$3,064,0001.97%
Financial Advisors Network, Inc. 101,481$5,270,0001.70%
Money Design Co.,Ltd. 272,191$14,135,0001.65%
Perella Weinberg Partners Capital Management LP 136,707$7,099,0001.64%
Family Firm, Inc. 107,580$5,587,0001.61%
Financial Engines Advisors L.L.C. 8,572,107$445,150,0001.39%
View complete list of ISHARES TR shareholders