ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $4,311,000 | +1.2% | 162,512 | +1.5% | 1.41% | +3.5% |
| Q2 2021 | $4,261,000 | +8.0% | 160,183 | +6.3% | 1.36% | -0.7% |
| Q1 2021 | $3,945,000 | -46.8% | 150,642 | -44.6% | 1.37% | -49.2% |
| Q4 2020 | $7,410,000 | -18.4% | 272,033 | -16.2% | 2.70% | -25.2% |
| Q3 2020 | $9,077,000 | +10.9% | 324,774 | +11.0% | 3.61% | +3.9% |
| Q2 2020 | $8,188,000 | +13.4% | 292,536 | +13.5% | 3.47% | -14.9% |
| Q1 2020 | $7,220,000 | – | 257,776 | – | 4.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Jordan Park Group LLC | 12,074,661 | $320,341,000 | 14.96% |
| ERTS Wealth Advisors, LLC | 2,047,943 | $54,327,000 | 14.25% |
| CLIENT 1ST ADVISORY GROUP, LLC | 782,153 | $20,751,000 | 10.59% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5,532,426 | $146,775,000 | 10.02% |
| Antonetti Capital Management LLC | 446,948 | $11,858,000 | 9.67% |
| Tri-Star Advisors Inc. | 719,695 | $19,079,000 | 8.38% |
| Williams Financial, LLC | 330,264 | $8,762,000 | 7.58% |
| Avondale Wealth Management | 288,128 | $7,644,000 | 7.46% |
| Legacy Financial Advisors, Inc. | 1,108,076 | $29,397,000 | 7.21% |
| Tennessee Valley Asset Management Partners | 672,062 | $17,830,000 | 6.77% |