9258 Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

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 Q1 2021
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