Lantz Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 567 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.33 and the average weighting 1.1%.

Quarter-by-quarter ownership
Lantz Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$490,479
-73.9%
21,588
-73.9%
0.22%
-77.2%
Q3 2022$1,880,000
+26.3%
82,606
+32.6%
0.98%
+45.5%
Q2 2022$1,488,000
-6.5%
62,276
-2.5%
0.67%
+3.9%
Q1 2022$1,591,000
-1.6%
63,870
+5.4%
0.65%
-13.2%
Q4 2021$1,617,000
+19.3%
60,619
+18.7%
0.74%
+7.2%
Q3 2021$1,355,000
-1.0%
51,085
-0.7%
0.70%
-1.1%
Q2 2021$1,368,000
+75.8%
51,420
+73.1%
0.70%
+58.7%
Q1 2021$778,00029,7080.44%
Other shareholders
ISHARES TR shareholders Q3 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