My Legacy Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
My Legacy Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$449,056
-79.7%
20,790
-78.4%
0.18%
-79.0%
Q2 2023$2,216,421
+18.6%
96,450
+20.8%
0.87%
+8.7%
Q1 2023$1,869,431
+11.1%
79,822
+6.5%
0.80%
-5.7%
Q3 2022$1,682,000
+213.2%
74,930
+233.0%
0.85%
+216.8%
Q2 2022$537,000
+150.9%
22,503
+161.4%
0.27%
+170.7%
Q1 2022$214,0008,6100.10%
Other shareholders
ISHARES TR shareholders Q3 2023
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