LexAurum Advisors, LLC - ISHARES TR ownership

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
LexAurum Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$259,029
-73.6%
11,753
-72.6%
0.08%
-74.2%
Q2 2023$980,808
+0.1%
42,830
+2.2%
0.30%
-9.2%
Q1 2023$979,770
+63.4%
41,906
+58.8%
0.32%
+51.2%
Q4 2022$599,436
-51.4%
26,384
-51.3%
0.22%
-54.9%
Q3 2022$1,234,000
+23.5%
54,225
+29.8%
0.48%
+27.5%
Q2 2022$999,000
-5.8%
41,780
-1.9%
0.37%
+8.1%
Q1 2022$1,061,000
-4.5%
42,576
+2.2%
0.35%
-4.4%
Q4 2021$1,111,000
-24.6%
41,657
-25.0%
0.36%
-16.8%
Q3 2021$1,473,000
-29.8%
55,532
-29.6%
0.44%
-30.0%
Q2 2021$2,098,000
+12.5%
78,872
+10.7%
0.62%
-2.7%
Q1 2021$1,865,000
+44.3%
71,220
+50.2%
0.64%
+37.8%
Q4 2020$1,292,000
+50.6%
47,428
+54.4%
0.46%
+31.5%
Q3 2020$858,000
+216.6%
30,710
+216.7%
0.35%
+137.8%
Q2 2020$271,000
-25.3%
9,698
-25.1%
0.15%
-41.3%
Q1 2020$363,000
+6.8%
12,956
-1.2%
0.25%
+50.0%
Q4 2019$340,000
+7.6%
13,112
+9.4%
0.17%
-10.2%
Q3 2019$316,00011,9860.19%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders