Triumph Capital 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
Triumph Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$837,476
+13.6%
37,998
+18.1%
0.38%
+13.8%
Q2 2023$737,037
+257.8%
32,185
+273.1%
0.33%
+206.4%
Q2 2022$206,000
-24.5%
8,627
-21.3%
0.11%
-7.6%
Q1 2022$273,000
-9.6%
10,961
-3.2%
0.12%
-9.9%
Q4 2021$302,000
-1.0%
11,329
-1.5%
0.13%
-8.4%
Q3 2021$305,00011,4990.14%
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