ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $291,500 | -5.8% | 13,226 | -0.1% | 0.00% | -83.3% |
| Q1 2023 | $309,407 | +3.9% | 13,233 | -6.9% | 0.01% | +50.0% |
| Q4 2022 | $297,698 | -8.4% | 14,207 | +16.4% | 0.00% | -20.0% |
| Q2 2021 | $325,000 | -71.9% | 12,205 | -70.5% | 0.01% | -85.7% |
| Q1 2020 | $1,158,000 | +3305.9% | 41,345 | +2962.6% | 0.04% | +3400.0% |
| Q1 2019 | $34,000 | – | 1,350 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,636,019 | $337,129,000 | 24.16% |
| ERTS Wealth Advisors, LLC | 2,159,629 | $57,589,000 | 13.74% |
| 3EDGE Asset Management, LP | 4,982,534 | $132,934,000 | 11.38% |
| PRUDENT INVESTORS NETWORK, INC. | 854,098 | $22,787,000 | 10.74% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,808,127 | $154,961,000 | 9.95% |
| Antonetti Capital Management LLC | 460,574 | $12,288,000 | 9.62% |
| CLIENT 1ST ADVISORY GROUP, LLC | 705,809 | $18,831,000 | 9.19% |
| Avondale Wealth Management | 304,591 | $8,126,000 | 8.22% |
| Tri-Star Advisors Inc. | 730,929 | $19,074,000 | 8.00% |
| ACCESS FINANCIAL SERVICES, INC. | 644,349 | $17,191,000 | 7.73% |