Financial Advocates Investment Management - 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
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$339,959
+18.2%
12,880
+17.8%
0.02%
+14.3%
Q2 2023$287,551
+7.0%
10,938
+17.1%
0.02%
+10.5%
Q1 2023$268,795
-24.3%
9,343
-28.9%
0.02%
-26.9%
Q4 2022$354,870
-8.5%
13,145
-10.5%
0.03%
-18.8%
Q3 2022$388,000
-83.4%
14,684
-84.9%
0.03%
-83.1%
Q2 2022$2,331,000
-7.1%
97,538
-3.1%
0.19%
+14.5%
Q1 2022$2,509,000
+17.4%
100,699
+25.7%
0.16%
+22.2%
Q4 2021$2,137,000
-9.6%
80,107
-10.1%
0.14%
-15.6%
Q3 2021$2,363,000
+236.6%
89,067
+285.9%
0.16%
+240.4%
Q2 2021$702,000
+19.8%
23,081
+20.8%
0.05%
+11.9%
Q1 2021$586,000
+12.5%
19,100
+2.2%
0.04%
+16.7%
Q4 2020$521,000
-79.6%
18,686
-79.5%
0.04%
-83.5%
Q3 2020$2,550,000
-41.8%
91,236
-41.1%
0.22%
-47.6%
Q2 2020$4,385,000
+8.7%
154,823
-24.5%
0.42%
-27.8%
Q1 2020$4,034,000
+1.5%
205,150
+33.9%
0.58%
+36.2%
Q4 2019$3,975,000
+28.3%
153,230
+30.2%
0.42%
+19.5%
Q3 2019$3,098,000
+10.2%
117,671
+8.1%
0.35%
+8.6%
Q2 2019$2,811,000
+301.6%
108,904
+292.5%
0.33%
+274.7%
Q1 2019$700,000
+189.3%
27,743
+182.9%
0.09%
+163.6%
Q4 2018$242,000
-5.5%
9,808
-7.1%
0.03%
+13.8%
Q3 2018$256,000
+5.8%
10,553
+7.2%
0.03%0.0%
Q2 2018$242,0009,8410.03%
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