Triumph Capital Management - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

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 Q2 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 506,665$11,511,43915.75%
Nationwide Fund Advisors 5,175,512$117,587,63312.03%
ACCESS FINANCIAL SERVICES, INC. 711,312$16,161,0099.87%
PRUDENT INVESTORS NETWORK, INC. 845,286$19,204,8989.07%
Spectrum Asset Management, Inc. (NB/CA) 820,369$18,638,7859.04%
SCS Capital Management LLC 11,442,736$259,9797.65%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 4,356,953$98,989,9787.56%
FFG RETIREMENT ADVISORS LLC 349,030$7,929,9627.23%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 710,361$16,139,4026.76%
CLIENT 1ST ADVISORY GROUP, LLC 507,684$11,534,5896.74%
View complete list of ISHARES TR shareholders