Spartan Planning & Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Spartan Planning & Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,571,937
+19.1%
71,322
+22.8%
1.84%
+12.0%
Q4 2022$1,319,372
+33.1%
58,071
+33.4%
1.64%
+26.8%
Q3 2022$991,000
+3.7%
43,526
+8.8%
1.30%
+1.6%
Q2 2022$956,000
-99.9%
39,999
-0.9%
1.28%
+1.5%
Q1 2022$1,005,000,00040,3591.26%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders