Pinion Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 693 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 50.37 and the average weighting 0.9%.

Quarter-by-quarter ownership
Pinion Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$324,986
+20.4%
14,399
+21.5%
0.16%
+15.7%
Q1 2024$269,848
-10.5%
11,851
-9.4%
0.14%
-22.7%
Q4 2023$301,410
+4.0%
13,082
-0.5%
0.18%
-3.7%
Q3 2023$289,716
-9.3%
13,145
-5.7%
0.19%
-13.0%
Q2 2023$319,364
+40.7%
13,946
+63.2%
0.22%
+18.0%
Q2 2021$227,000
+10.2%
8,547
+8.8%
0.18%
-4.2%
Q1 2021$206,000
-13.4%
7,859
-14.2%
0.19%
-56.7%
Q4 2019$238,000
+2.1%
9,159
+3.6%
0.44%
-7.5%
Q3 2019$233,000
+13.1%
8,837
+10.6%
0.48%
+8.2%
Q2 2019$206,000
-5.5%
7,989
-7.7%
0.44%
+15.7%
Q1 2019$218,000
+5.3%
8,652
+3.0%
0.38%
-12.4%
Q4 2018$207,000
-4.6%
8,400
-5.7%
0.44%
+4.6%
Q3 2018$217,000
-12.9%
8,904
-12.1%
0.42%
-13.7%
Q2 2018$249,000
-3.1%
10,131
-2.8%
0.48%
-12.5%
Q1 2018$257,00010,4280.55%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 9,848,623$224,253,14656.62%
Morningstar Investment Management LLC 7,496,170$170,68818.51%
Hoese & Co LLP 792,249$17,936,40416.37%
Fund Evaluation Group, LLC 10,748,080$244,73415.32%
Crane Advisory, LLC 3,306,537$74,595,47515.04%
Nationwide Fund Advisors 5,497,558$125,179,39613.56%
Heirloom Wealth Management 1,506,280$34,297,99611.68%
Cook Wealth, LLC 789,408$17,548,54010.55%
PRAIRIEVIEW WEALTH PARTNERS, LLC 482,501$10,986,5489.97%
SYM FINANCIAL Corp 2,650,947$60,362,0549.96%
View complete list of ISHARES TR shareholders