ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 633 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 8.72 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $271,000 | – | 10,472 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,074,661 | $320,341,000 | 14.96% |
| ERTS Wealth Advisors, LLC | 2,047,943 | $54,327,000 | 14.25% |
| CLIENT 1ST ADVISORY GROUP, LLC | 782,153 | $20,751,000 | 10.59% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,532,426 | $146,775,000 | 10.02% |
| Antonetti Capital Management LLC | 446,948 | $11,858,000 | 9.67% |
| Tri-Star Advisors Inc. | 719,695 | $19,079,000 | 8.38% |
| Williams Financial, LLC | 330,264 | $8,762,000 | 7.58% |
| Avondale Wealth Management | 288,128 | $7,644,000 | 7.46% |
| Legacy Financial Advisors, Inc. | 1,108,076 | $29,397,000 | 7.21% |
| Tennessee Valley Asset Management Partners | 672,062 | $17,830,000 | 6.77% |