Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 505 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
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$7,220,000257,7764.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders