CreativeOne Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
CreativeOne Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,313
-93.9%
195,660
-93.6%
0.31%
-82.5%
Q2 2023$71,022
+126.2%
3,056,154
+127.6%
1.77%
+14.3%
Q1 2023$31,398
+10.8%
1,342,950
+7.7%
1.55%
-0.7%
Q4 2022$28,331
-100.0%
1,246,978
-51.0%
1.56%
-55.2%
Q3 2022$57,965,000
+19.3%
2,546,811
+25.3%
3.48%
+32.4%
Q2 2022$48,573,000
+2.0%
2,032,376
+6.3%
2.63%
+6.6%
Q1 2022$47,632,000
+18.9%
1,912,141
+27.3%
2.47%
+24.8%
Q4 2021$40,076,000
+47.7%
1,502,080
+47.2%
1.98%
+24.1%
Q3 2021$27,134,000
-9.9%
1,020,308
-9.9%
1.59%
-14.3%
Q2 2021$30,113,000
+987.9%
1,132,081
+971.2%
1.86%
+789.5%
Q1 2021$2,768,000105,6870.21%
Other shareholders
ISHARES TR shareholders Q1 2021
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, 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