Gradient Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 123 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2020
NameSharesValueWeighting ↓
FutureAdvisor, Inc. 115,531$11,143,0003.80%
Checchi Capital Advisers, LLC 100,554$9,732,0003.66%
STERLING INVESTMENT ADVISORS LLC /ADV 30,763$2,977,0003.07%
FCA CORP /TX 39,103$3,784,0002.17%
Family Firm, Inc. 37,746$3,653,0001.90%
Kingfisher Capital LLC 38,225$3,699,0001.90%
Garde Capital, Inc. 61,389$5,941,0001.82%
Hudock, Inc. 38,091$3,686,0001.70%
Frontier Wealth Management LLC 54,621$5,286,0001.00%
BAR HARBOR WEALTH MANAGEMENT 73,749$7,138,0000.89%
View complete list of ISHARES TR shareholders