Mount Yale Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 562 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.70 and the average weighting 0.9%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$561,894
-67.3%
25,494
-66.0%
0.06%
-66.5%
Q2 2023$1,715,968
+4.0%
74,933
+6.2%
0.18%
-1.6%
Q1 2023$1,649,774
+44.2%
70,563
+40.1%
0.18%
+42.3%
Q4 2022$1,144,432
-62.5%
50,371
-62.4%
0.13%
-67.9%
Q3 2022$3,048,000
+33.0%
133,927
+39.6%
0.40%
+40.1%
Q2 2022$2,292,000
-0.9%
95,910
+3.3%
0.29%
+15.1%
Q1 2022$2,313,000
+13.0%
92,846
+21.0%
0.25%
+17.8%
Q4 2021$2,047,000
+9.9%
76,710
+9.3%
0.21%
-0.5%
Q3 2021$1,862,000
-1.3%
70,192
-1.1%
0.21%
-6.1%
Q2 2021$1,887,000
+3.7%
70,944
+2.1%
0.23%
-4.2%
Q1 2021$1,820,000
+37.2%
69,502
+42.6%
0.24%
+28.0%
Q4 2020$1,327,000
-3.8%
48,723
-1.3%
0.19%
-5.6%
Q3 2020$1,380,000
+62.9%
49,388
+63.2%
0.20%
+29.6%
Q2 2020$847,000
-18.1%
30,270
-18.0%
0.15%
-34.8%
Q1 2020$1,034,000
+33.8%
36,916
+27.0%
0.23%
+73.9%
Q4 2019$773,000
+185.2%
29,068
+177.6%
0.13%
+179.2%
Q3 2019$271,00010,4720.05%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders