9258 Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 499 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$201,000
-5.2%
8,823
-0.6%
0.05%
-5.6%
Q2 2022$212,000
-6.2%
8,880
-2.1%
0.05%
+3.8%
Q1 2022$226,000
-30.5%
9,071
-25.5%
0.05%
-30.7%
Q4 2021$325,000
+1.9%
12,184
+1.2%
0.08%
-11.8%
Q3 2021$319,000
-24.8%
12,042
-24.4%
0.08%
-25.4%
Q2 2021$424,000
+12.2%
15,939
+10.3%
0.11%0.0%
Q1 2021$378,000
-19.9%
14,449
-16.7%
0.11%
-26.0%
Q4 2020$472,000
-23.1%
17,336
-22.0%
0.15%
-33.6%
Q3 2020$614,000
-0.6%
22,218
+0.6%
0.23%
-7.2%
Q2 2020$618,000
+12.8%
22,080
+13.0%
0.25%
+3.7%
Q1 2020$548,000
+23.4%
19,540
+14.1%
0.24%
+47.9%
Q4 2019$444,00017,1260.16%
Other shareholders
ISHARES TR shareholders Q4 2020
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