ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 504 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $112,780 | -1.2% | 4,953 | 0.0% | 0.06% | -8.3% |
| Q4 2023 | $114,117 | -55.8% | 4,953 | -48.9% | 0.06% | -53.8% |
| Q4 2021 | $258,000 | +0.4% | 9,684 | 0.0% | 0.13% | -7.8% |
| Q3 2021 | $257,000 | -0.4% | 9,684 | 0.0% | 0.14% | +4.4% |
| Q2 2021 | $258,000 | +1.6% | 9,684 | 0.0% | 0.14% | -3.6% |
| Q1 2021 | $254,000 | -3.8% | 9,684 | 0.0% | 0.14% | -10.3% |
| Q4 2020 | $264,000 | -2.6% | 9,684 | 0.0% | 0.16% | -14.8% |
| Q3 2020 | $271,000 | 0.0% | 9,684 | 0.0% | 0.18% | -9.0% |
| Q2 2020 | $271,000 | 0.0% | 9,684 | 0.0% | 0.20% | -16.6% |
| Q1 2020 | $271,000 | +8.0% | 9,684 | 0.0% | 0.24% | +36.2% |
| Q4 2019 | $251,000 | -1.6% | 9,684 | 0.0% | 0.18% | -8.8% |
| Q3 2019 | $255,000 | +2.0% | 9,684 | 0.0% | 0.19% | +1.6% |
| Q2 2019 | $250,000 | +2.5% | 9,684 | 0.0% | 0.19% | 0.0% |
| Q1 2019 | $244,000 | – | 9,684 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 9,519,220 | $253,211,000 | 14.13% |
| CLIENT 1ST ADVISORY GROUP, LLC | 830,465 | $22,090,000 | 11.46% |
| ERTS Wealth Advisors, LLC | 1,504,860 | $40,030,000 | 10.83% |
| Tri-Star Advisors Inc. | 872,786 | $23,216,000 | 10.45% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,370,698 | $142,861,000 | 9.67% |
| Spectrum Planning & Advisory Services Inc. | 342,978 | $9,123,000 | 8.77% |
| Williams Financial, LLC | 403,197 | $10,725,000 | 8.72% |
| High Falls Advisors, Inc | 1,140,674 | $30,342,000 | 8.16% |
| ONE Advisory Partners, LLC | 486,875 | $12,951,000 | 7.96% |
| Copperleaf Capital, LLC | 302,625 | $8,050,000 | 7.88% |