Avondale Wealth 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
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 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