Foundations Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 433 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$7,298,215
+6.7%
323,359
+7.6%
0.18%
-1.1%
Q1 2024$6,841,919
+86.2%
300,480
+88.8%
0.18%
+80.8%
Q4 2023$3,673,893
-71.6%
159,181
-72.9%
0.10%
-75.2%
Q3 2023$12,950,965
-18.4%
587,612
-15.2%
0.40%
-24.0%
Q2 2023$15,868,818
+111.9%
692,961
+116.4%
0.52%
+95.9%
Q1 2023$7,488,401
-57.9%
320,291
-59.0%
0.27%
-62.1%
Q4 2022$17,766,237
-19.1%
781,965
-19.0%
0.71%
-26.2%
Q3 2022$21,966,000
+30.8%
965,110
+37.5%
0.96%
+36.5%
Q2 2022$16,794,000
+69.1%
702,101
+71.5%
0.70%
+82.8%
Q1 2022$9,933,000
+7.7%
409,459
+15.8%
0.38%
+10.7%
Q4 2021$9,221,000
-8.0%
353,716
-6.6%
0.35%
-20.8%
Q3 2021$10,025,000
-14.6%
378,649
-13.8%
0.44%
-22.2%
Q2 2021$11,736,000
+47.7%
439,373
+45.2%
0.56%
+22.9%
Q1 2021$7,944,000
+153.0%
302,627
+160.7%
0.46%
+122.3%
Q4 2020$3,140,000
-0.5%
116,068
+2.6%
0.21%
-70.2%
Q3 2020$3,156,000
+100.0%
113,144
+100.2%
0.69%
+394.3%
Q2 2020$1,578,000
+313.1%
56,517
+267.0%
0.14%
+72.8%
Q4 2018$382,00015,3990.08%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Jordan Park Group LLC 9,519,220$253,211,00014.13%
CLIENT 1ST ADVISORY GROUP, LLC 830,465$22,090,00011.46%
ERTS Wealth Advisors, LLC 1,504,860$40,030,00010.83%
Tri-Star Advisors Inc. 872,786$23,216,00010.45%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,370,698$142,861,0009.67%
Spectrum Planning & Advisory Services Inc. 342,978$9,123,0008.77%
Williams Financial, LLC 403,197$10,725,0008.72%
High Falls Advisors, Inc 1,140,674$30,342,0008.16%
ONE Advisory Partners, LLC 486,875$12,951,0007.96%
Copperleaf Capital, LLC 302,625$8,050,0007.88%
View complete list of ISHARES TR shareholders