Gradient Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 93 filers reported holding ISHARES TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
Wilshire Advisors LLC 118,294$5,826,0005.16%
FormulaFolio Investments, LLC 1,070,480$52,721,0004.04%
LEUTHOLD GROUP, LLC 457,054$22,510,0002.27%
Checchi Capital Advisers, LLC 351,596$17,316,0001.75%
Family Firm, Inc. 84,934$4,183,0001.74%
Financial Advisors Network, Inc. 41,203$2,029,0001.61%
Brookstone Capital Management 209,352$10,311,0000.93%
Compagnie Lombard Odier SCmA 509,461$25,091,0000.89%
VICUS CAPITAL 88,401$4,354,0000.84%
Personal Capital Advisors Corp 658,732$32,443,0000.63%
View complete list of ISHARES TR shareholders