Avondale Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Avondale Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,020,405
-1.3%
91,670
+2.6%
1.77%
+3.1%
Q2 2023$2,046,534
-2.6%
89,368
-0.6%
1.72%
-5.2%
Q1 2023$2,102,069
+3639.8%
89,909
+3534.2%
1.81%
+3600.0%
Q4 2022$56,208
-99.1%
2,474
-99.1%
0.05%
-99.3%
Q3 2022$6,288,000
-7.5%
276,275
-2.9%
6.86%
-13.0%
Q2 2022$6,799,000
-0.8%
284,476
+3.4%
7.89%
-2.0%
Q1 2022$6,852,000
-15.7%
275,074
-9.7%
8.05%
-2.2%
Q4 2021$8,126,000
+6.3%
304,591
+5.7%
8.22%
+10.2%
Q3 2021$7,644,000
+1.3%
288,128
+1.6%
7.46%
+5.9%
Q2 2021$7,543,000
+1.0%
283,582
-0.5%
7.05%
-4.1%
Q1 2021$7,467,000
-2.6%
285,118
+1.3%
7.35%
-17.3%
Q4 2020$7,665,000
+9.0%
281,383
+11.8%
8.88%
-16.5%
Q3 2020$7,034,000
+6.9%
251,678
+7.1%
10.64%
+13.8%
Q2 2020$6,580,000
-7.5%
235,070
-7.4%
9.35%
-16.7%
Q1 2020$7,111,000
-0.2%
253,889
-7.5%
11.23%
+7.5%
Q4 2019$7,123,000
-0.1%
274,583
+1.4%
10.45%
-11.2%
Q3 2019$7,130,000
-50.8%
270,843
-51.7%
11.76%
+10.4%
Q2 2019$14,486,000
+55.4%
561,135
+51.9%
10.65%
+48.6%
Q1 2019$9,323,000
+11.0%
369,360
+8.4%
7.17%
+2.8%
Q4 2018$8,399,000340,7446.97%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders